JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.48M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M

Top Sells

1
+$1.97M
2
+$1.78M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.59M
5
DG icon
Dollar General
DG
+$1.35M

Sector Composition

1 Technology 15.42%
2 Consumer Discretionary 5.46%
3 Financials 4.37%
4 Communication Services 4.2%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.54M 0.23%
26,400
+7,140
77
$3.42M 0.22%
77,788
+768
78
$3.39M 0.22%
15,692
+276
79
$3.25M 0.21%
20,410
-850
80
$3.23M 0.21%
17,718
+1,858
81
$3.14M 0.21%
28,775
+845
82
$3.14M 0.21%
29,771
-349
83
$3.06M 0.2%
53,824
+3,483
84
$3.05M 0.2%
20,901
+3,236
85
$3.04M 0.2%
7,830
-2,886
86
$2.99M 0.2%
61,191
+1,619
87
$2.98M 0.19%
42,055
-545
88
$2.91M 0.19%
9,342
-3,255
89
$2.9M 0.19%
41,757
+6,051
90
$2.85M 0.19%
23,006
-9,752
91
$2.83M 0.19%
15,482
-239
92
$2.68M 0.18%
92,712
-269
93
$2.66M 0.17%
21,151
-3,081
94
$2.63M 0.17%
12,038
+9,580
95
$2.6M 0.17%
4,920
-23
96
$2.5M 0.16%
41,618
+647
97
$2.5M 0.16%
13,741
+8,336
98
$2.49M 0.16%
71,883
-1,254
99
$2.47M 0.16%
57,920
-271
100
$2.45M 0.16%
26,991
+486
2 3
4
5 6