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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
1101
– –
-209
1102
– –
-8,075
1103
– –
-110
1104
– –
-1,219
1105
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-64
1106
– –
-1,349
1107
– –
-460
1108
– –
-100
1109
– –
-46
1110
– –
-280
1111
– –
-2,850
1112
– –
-87
1113
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-62
1114
– –
-564
1115
– –
-246
1116
– –
-311
1117
– –
-197
1118
– –
-1,374
1119
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-50
1120
– –
-33
1121
– –
-1,142
1122
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-226
1123
– –
-450
1124
– –
-588
1125
– –
-481
43 44
45
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