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
1351
– –
-10
1352
– –
-979
1353
– –
-1,696
1354
– –
-78
1355
– –
-5
1356
– –
-193
1357
– –
-393
1358
– –
-258
1359
– –
-292
1360
– –
-2,683
1361
– –
-12
1362
– –
-204
1363
– –
-89
1364
– –
-189
1365
– –
-200
1366
– –
-200
1367
– –
-200
1368
– –
-200
1369
– –
-824
1370
– –
-463
1371
– –
-40
1372
– –
-111
1373
– –
-13,052
51 52 53 54
55