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
$1.03B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$5.97M
3
+$3.99M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.62M

Top Sells

1
+$12.2M
2
+$4.82M
3
+$3.84M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.81M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 5.6%
3 Financials 3.69%
4 Healthcare 3.35%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.06M 0.1%
21,177
-51
127
$1.04M 0.1%
2,128
+33
128
$1.03M 0.1%
+40,619
129
$1.02M 0.1%
20,283
-16
130
$1.02M 0.1%
21,767
-295
131
$1.02M 0.1%
24,111
+94
132
$1.02M 0.1%
3,921
+259
133
$1.01M 0.1%
2,615
+44
134
$977K 0.1%
62,445
+1,402
135
$948K 0.09%
32,950
-556
136
$933K 0.09%
55,616
+38,419
137
$930K 0.09%
13,266
-1,948
138
$924K 0.09%
19,366
-128
139
$921K 0.09%
6,177
+471
140
$916K 0.09%
3,589
+198
141
$914K 0.09%
1,126
+2
142
$908K 0.09%
50,906
+23,477
143
$906K 0.09%
28,414
-199
144
$900K 0.09%
13,909
-78
145
$899K 0.09%
+15,536
146
$886K 0.09%
21,694
-864
147
$881K 0.09%
5,976
+177
148
$874K 0.09%
41,070
-40,543
149
$864K 0.08%
+28,709
150
$856K 0.08%
16,560
-2,361
4 5
6
7 8