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
$144M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1 +$9.1M
2 +$9.07M
3 +$4.92M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$4.67M
5
IAU icon
iShares Gold Trust
IAU
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 7.16%
2 Healthcare 6.08%
3 Industrials 4.84%
4 Materials 4.53%
5 Energy 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$254K 0.18%
+6,915
152
$253K 0.18%
+2,564
153
$252K 0.17%
+1,970
154
$252K 0.17%
+6,610
155
$251K 0.17%
+5,034
156
$247K 0.17%
+2,279
157
$245K 0.17%
+3,561
158
$244K 0.17%
+7,110
159
$241K 0.17%
+4,966
160
$233K 0.16%
+1,278
161
$229K 0.16%
+5,621
162
$176K 0.12%
+1,000
163
$70K 0.05%
+10,000