JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.48M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M

Top Sells

1
+$1.97M
2
+$1.78M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.59M
5
DG icon
Dollar General
DG
+$1.35M

Sector Composition

1 Technology 15.42%
2 Consumer Discretionary 5.46%
3 Financials 4.37%
4 Communication Services 4.2%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.69M 0.11%
8,279
+47
127
$1.63M 0.11%
15,562
-540
128
$1.62M 0.11%
20,462
-10,298
129
$1.59M 0.1%
14,773
-408
130
$1.58M 0.1%
5,809
+1,375
131
$1.56M 0.1%
3,566
-110
132
$1.56M 0.1%
3,061
+3
133
$1.55M 0.1%
23,196
-738
134
$1.54M 0.1%
31,298
+15,378
135
$1.53M 0.1%
6,746
+40
136
$1.53M 0.1%
3,606
+31
137
$1.51M 0.1%
26,258
-696
138
$1.51M 0.1%
10,537
-1,935
139
$1.51M 0.1%
11,414
-635
140
$1.49M 0.1%
29,273
-1,467
141
$1.47M 0.1%
25,195
-1,519
142
$1.43M 0.09%
6,268
-101
143
$1.42M 0.09%
32,893
+341
144
$1.42M 0.09%
7,257
+20
145
$1.42M 0.09%
+28,803
146
$1.38M 0.09%
22,096
+1,096
147
$1.38M 0.09%
14,721
+36
148
$1.37M 0.09%
49,604
-6,531
149
$1.35M 0.09%
15,192
+780
150
$1.34M 0.09%
20,483
4 5
6
7 8