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
126
$635K 0.13%
1,835
+1,046
127
$627K 0.13%
12,493
-693
128
$626K 0.13%
3,527
+124
129
$625K 0.13%
4,625
-838
130
$624K 0.13%
3,458
+217
131
$620K 0.13%
5,669
+61
132
$618K 0.13%
87,880
+200
133
$606K 0.13%
5,707
-18
134
$604K 0.13%
10,889
+128
135
$587K 0.12%
12,565
+2,613
136
$576K 0.12%
16,737
-712
137
$576K 0.12%
5,253
-601
138
$575K 0.12%
+4,426
139
$570K 0.12%
5,001
+64
140
$569K 0.12%
7,627
+4,012
141
$565K 0.12%
7,679
+70
142
$562K 0.12%
+23,472
143
$550K 0.12%
12,856
+160
144
$550K 0.12%
5,784
+6
145
$545K 0.12%
4,949
-88
146
$542K 0.11%
7,189
+2,637
147
$540K 0.11%
18,318
-9,107
148
$537K 0.11%
3,696
-107
149
$533K 0.11%
5,204
+19
150
$532K 0.11%
14,647
+806
4 5
6
7 8