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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
1026
– –
-1,580
1027
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-1,034
1028
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-239
1029
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-4,119
1030
– –
-1,464
1031
– –
-4,496
1032
– –
-2
1033
– –
-2,765
1034
– –
-79
1035
– –
-228
1036
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-1
1037
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-32
1038
– –
-10
1039
– –
-979
1040
– –
-292
1041
– –
-2,683
1042
– –
-12
1043
– –
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1044
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1045
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-200
1046
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-824
1047
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1048
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-40
1049
– –
-111
1050
– –
-13,052
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