JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.53B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,374
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.04M
3
+$2.71M
4
DG icon
Dollar General
DG
+$2.7M
5
JCI icon
Johnson Controls International
JCI
+$2.57M

Top Sells

1
+$19M
2
+$2.32M
3
+$1.19M
4
NVDA icon
NVIDIA
NVDA
+$1.11M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.07M

Sector Composition

1 Technology 16.18%
2 Consumer Discretionary 7%
3 Financials 4.61%
4 Communication Services 4.25%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.04M 0.22%
+95,807
77
$2.96M 0.21%
13,002
+1,043
78
$2.92M 0.21%
29,390
+2,059
79
$2.89M 0.21%
5,360
-125
80
$2.86M 0.21%
24,784
+25
81
$2.76M 0.2%
15,480
+590
82
$2.73M 0.2%
35,987
+35,599
83
$2.67M 0.19%
100,764
+69,035
84
$2.65M 0.19%
34,980
+2,144
85
$2.62M 0.19%
42,029
+292
86
$2.6M 0.19%
57,978
+875
87
$2.6M 0.19%
16,749
+14,928
88
$2.59M 0.19%
32,804
+32,542
89
$2.53M 0.18%
47,934
+47,843
90
$2.39M 0.17%
40,346
+17,787
91
$2.36M 0.17%
27,519
+304
92
$2.32M 0.17%
17,667
-5
93
$2.29M 0.17%
26,062
+242
94
$2.28M 0.16%
13,648
+250
95
$2.22M 0.16%
12,907
+145
96
$2.22M 0.16%
19,164
-1,370
97
$2.21M 0.16%
27,169
+164
98
$2.18M 0.16%
20,255
+2,386
99
$2.18M 0.16%
53,770
-2,507
100
$2.11M 0.15%
+17,675
2 3
4
5 6