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
$1.03B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$5.97M
3
+$3.99M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.62M

Top Sells

1
+$12.2M
2
+$4.82M
3
+$3.84M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.81M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 5.6%
3 Financials 3.69%
4 Healthcare 3.35%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.46M 0.14%
2,215
-107
102
$1.45M 0.14%
28,753
+627
103
$1.44M 0.14%
14,082
+129
104
$1.41M 0.14%
15,927
+798
105
$1.39M 0.14%
22,011
+15,513
106
$1.36M 0.13%
13,779
+10,863
107
$1.34M 0.13%
26,707
+5,684
108
$1.3M 0.13%
77,178
+11,438
109
$1.28M 0.13%
3,207
+5
110
$1.27M 0.12%
30,300
+530
111
$1.26M 0.12%
7,039
-76
112
$1.26M 0.12%
7,477
+375
113
$1.26M 0.12%
23,329
+2,093
114
$1.25M 0.12%
+23,069
115
$1.23M 0.12%
12,317
+1,010
116
$1.23M 0.12%
20,483
117
$1.21M 0.12%
6,950
-8
118
$1.18M 0.12%
20,821
119
$1.18M 0.11%
13,049
+9,198
120
$1.15M 0.11%
3,979
+182
121
$1.11M 0.11%
21,496
+5,839
122
$1.1M 0.11%
7,025
+108
123
$1.1M 0.11%
29,848
-590
124
$1.1M 0.11%
7,354
+103
125
$1.08M 0.1%
21,859
-461
3 4
5
6 7