JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.48M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M

Top Sells

1
+$1.97M
2
+$1.78M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.59M
5
DG icon
Dollar General
DG
+$1.35M

Sector Composition

1 Technology 15.42%
2 Consumer Discretionary 5.46%
3 Financials 4.37%
4 Communication Services 4.2%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.42M 0.16%
55,906
-815
102
$2.39M 0.16%
20,237
+30
103
$2.37M 0.15%
20,708
-11,815
104
$2.36M 0.15%
17,854
105
$2.36M 0.15%
13,357
+34
106
$2.35M 0.15%
27,169
107
$2.3M 0.15%
21,002
+2,178
108
$2.28M 0.15%
53,770
109
$2.21M 0.14%
100,795
-5,403
110
$2.18M 0.14%
3,087
-155
111
$2.12M 0.14%
4,166
-95
112
$2.04M 0.13%
12,683
-288
113
$2M 0.13%
8,674
-4,763
114
$1.98M 0.13%
27,252
+106
115
$1.98M 0.13%
110,175
-15,596
116
$1.95M 0.13%
22,939
-907
117
$1.88M 0.12%
5,129
+67
118
$1.86M 0.12%
8,190
+942
119
$1.84M 0.12%
23,017
+144
120
$1.82M 0.12%
19,511
+14,816
121
$1.76M 0.12%
12,290
-1,408
122
$1.75M 0.11%
9,404
-495
123
$1.74M 0.11%
14,822
+91
124
$1.73M 0.11%
10,945
-407
125
$1.72M 0.11%
4,907
-98
3 4
5
6 7