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
126
$1.47M 0.11%
4,389
+261
127
$1.47M 0.11%
4,284
+215
128
$1.46M 0.11%
6,951
-8
129
$1.4M 0.1%
7,273
+6,595
130
$1.39M 0.1%
74,458
+29,489
131
$1.38M 0.1%
25,812
+1,483
132
$1.36M 0.1%
+24,309
133
$1.35M 0.1%
31,777
+5,428
134
$1.34M 0.1%
6,865
+1,036
135
$1.34M 0.1%
32,173
+696
136
$1.33M 0.1%
6,969
-78
137
$1.33M 0.1%
12,352
-4,811
138
$1.3M 0.09%
6,459
-118
139
$1.3M 0.09%
14,565
-111
140
$1.27M 0.09%
39,281
-17,130
141
$1.24M 0.09%
+109,554
142
$1.24M 0.09%
21,179
-460
143
$1.23M 0.09%
12,272
-3,204
144
$1.23M 0.09%
7,451
-70
145
$1.22M 0.09%
20,483
146
$1.22M 0.09%
3,031
+265
147
$1.21M 0.09%
78,320
+21,297
148
$1.19M 0.09%
2,806
-9
149
$1.18M 0.09%
12,181
+3,567
150
$1.17M 0.08%
66,251
-8,126
4 5
6
7 8