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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
1126
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1128
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1129
-1
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1131
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1148
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1149
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1150
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