JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.53B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$9.07M
3
+$4.92M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$4.67M
5
IAU icon
iShares Gold Trust
IAU
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 7.16%
2 Healthcare 6.08%
3 Industrials 4.84%
4 Materials 4.53%
5 Energy 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$395K 0.27%
+7,124
102
$394K 0.27%
+17,987
103
$393K 0.27%
+4,583
104
$393K 0.27%
+15,890
105
$388K 0.27%
+15,633
106
$383K 0.27%
+42,460
107
$373K 0.26%
+6,101
108
$364K 0.25%
+1,618
109
$350K 0.24%
+25,209
110
$347K 0.24%
+3,573
111
$340K 0.24%
+18,724
112
$340K 0.24%
+7,823
113
$335K 0.23%
+9,189
114
$328K 0.23%
+4,256
115
$325K 0.22%
+12,173
116
$322K 0.22%
+26,636
117
$317K 0.22%
+6,304
118
$297K 0.21%
+4,085
119
$297K 0.21%
+4,237
120
$295K 0.2%
+5,761
121
$292K 0.2%
+8,454
122
$287K 0.2%
+7,165
123
$282K 0.2%
+2,337
124
$278K 0.19%
+6,666
125
$276K 0.19%
+4,899
3 4
5
6 7