We are live on ! Find out more
JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.68B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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
+$3.7M
2
+$3.19M
3
+$2.81M
4
MSFT icon
Microsoft
MSFT
+$2.74M
5
JCI icon
Johnson Controls International
JCI
+$2.61M

Top Sells

1
+$19M
2
+$2.32M
3
+$1.21M
4
NVDA icon
NVIDIA
NVDA
+$1.14M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.12M

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
1001
– –
-131
1002
– –
-129
1003
– –
-154
1004
– –
-44
1005
– –
-2,701
1006
– –
-50
1007
– –
-50
1008
– –
-1,672
1009
– –
-1
1010
– –
-1
1011
– –
-25
1012
– –
-205
1013
– –
-248
1014
– –
-200
1015
– –
-1,770
1016
– –
-14
1017
– –
-8
1018
– –
-1
1019
– –
-9
1020
– –
-200
1021
– –
-69
1022
– –
-1,306
1023
– –
-647
1024
– –
-218
1025
– –
-150
39 40
41
42 43