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
$419M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.52M
3
+$1.4M
4
GLD icon
SPDR Gold Trust
GLD
+$1.02M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$889K

Top Sells

1
+$1.92M
2
+$1.71M
3
+$1.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.12M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.11M

Sector Composition

1 Technology 4.62%
2 Financials 3.05%
3 Healthcare 2.02%
4 Consumer Discretionary 1.89%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$450K 0.11%
2,683
-207
127
$439K 0.1%
8,757
+3,080
128
$435K 0.1%
2,418
129
$430K 0.1%
7,099
-308
130
$429K 0.1%
6,408
+792
131
$423K 0.1%
16,089
-456
132
$422K 0.1%
7,564
+952
133
$422K 0.1%
12,416
-606
134
$420K 0.1%
3,725
-173
135
$415K 0.1%
3,777
-184
136
$413K 0.1%
9,816
+880
137
$410K 0.1%
9,040
-485
138
$406K 0.1%
14,204
+613
139
$402K 0.1%
12,415
+160
140
$401K 0.1%
6,458
-175
141
$399K 0.1%
+15,152
142
$397K 0.09%
1,843
-475
143
$396K 0.09%
4,075
-2,349
144
$388K 0.09%
11,545
-1,970
145
$384K 0.09%
6,816
-305
146
$383K 0.09%
2,577
+96
147
$380K 0.09%
4,296
-311
148
$377K 0.09%
+4,305
149
$365K 0.09%
6,461
+1,467
150
$361K 0.09%
5,540
-1,810
4 5
6
7 8