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
$1.38B
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,374
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.04M
3
+$2.71M
4
DG icon
Dollar General
DG
+$2.7M
5
JCI icon
Johnson Controls International
JCI
+$2.57M

Top Sells

1
+$19M
2
+$2.32M
3
+$1.19M
4
NVDA icon
NVIDIA
NVDA
+$1.11M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.07M

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
101
$2.02M 0.15%
88,850
+9,329
102
$1.96M 0.14%
89,599
+59,172
103
$1.94M 0.14%
6,884
+4,293
104
$1.92M 0.14%
65,755
+65,698
105
$1.92M 0.14%
27,388
+92
106
$1.87M 0.14%
12,325
-413
107
$1.84M 0.13%
32,488
+22,525
108
$1.84M 0.13%
15,297
+970
109
$1.8M 0.13%
45,078
+16,707
110
$1.78M 0.13%
10,499
+366
111
$1.78M 0.13%
23,993
-425
112
$1.77M 0.13%
15,811
+612
113
$1.73M 0.13%
5,047
-3
114
$1.73M 0.13%
+26,578
115
$1.68M 0.12%
9,481
+543
116
$1.67M 0.12%
1,875
-53
117
$1.67M 0.12%
4,998
-21
118
$1.64M 0.12%
31,350
+962
119
$1.63M 0.12%
11,346
-1,244
120
$1.63M 0.12%
2,854
-29
121
$1.61M 0.12%
4,908
-68
122
$1.6M 0.12%
11,058
+4,734
123
$1.58M 0.11%
22,501
+144
124
$1.55M 0.11%
30,549
+434
125
$1.49M 0.11%
+7,598
3 4
5
6 7