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
$473M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$4.56M
3
+$3.93M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.18M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.25M

Top Sells

1
+$4.4M
2
+$3.24M
3
+$2.14M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.13M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$2.09M

Sector Composition

1 Technology 6.58%
2 Healthcare 5.95%
3 Consumer Discretionary 4.07%
4 Financials 3.81%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$800K 0.17%
15,296
-10,053
102
$799K 0.17%
4,694
-36
103
$790K 0.17%
2,926
-117
104
$790K 0.17%
6,944
+567
105
$777K 0.16%
26,271
-196
106
$772K 0.16%
20,556
-60
107
$770K 0.16%
18,545
-135
108
$761K 0.16%
32,446
+14,734
109
$759K 0.16%
24,659
+13,640
110
$743K 0.16%
8,111
-22
111
$729K 0.15%
45,602
-1,015
112
$727K 0.15%
+9,575
113
$717K 0.15%
2,009
-69
114
$711K 0.15%
11,780
+340
115
$703K 0.15%
16,659
-81
116
$701K 0.15%
7,296
+310
117
$695K 0.15%
12,446
+109
118
$690K 0.15%
7,212
-61
119
$684K 0.14%
9,349
-61
120
$684K 0.14%
4,952
+737
121
$675K 0.14%
2,637
+24
122
$648K 0.14%
13,104
+656
123
$644K 0.14%
22,521
-345
124
$643K 0.14%
3,821
+201
125
$636K 0.13%
4,814
-197
3 4
5
6 7