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
$473M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$4.56M
3
+$3.93M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.18M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.25M

Top Sells

1
+$4.4M
2
+$3.24M
3
+$2.14M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.13M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$2.09M

Sector Composition

1 Technology 6.58%
2 Healthcare 5.95%
3 Consumer Discretionary 4.07%
4 Financials 3.81%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$526K 0.11%
2,688
-224
152
$523K 0.11%
15,908
+412
153
$522K 0.11%
2,089
+85
154
$512K 0.11%
6,957
-2,301
155
$502K 0.11%
8,217
-161
156
$493K 0.1%
11,174
-238
157
$490K 0.1%
+18,966
158
$490K 0.1%
7,619
-94
159
$488K 0.1%
+9,568
160
$482K 0.1%
5,486
-107
161
$475K 0.1%
8,898
+790
162
$470K 0.1%
109,394
+35,928
163
$467K 0.1%
10,327
164
$467K 0.1%
5,303
-1,137
165
$465K 0.1%
6,140
+3,000
166
$465K 0.1%
2,040
-97
167
$464K 0.1%
18,280
+1,220
168
$464K 0.1%
30,740
-1,930
169
$458K 0.1%
2,810
+1,056
170
$451K 0.1%
5,197
+357
171
$449K 0.09%
2,640
-122
172
$448K 0.09%
+8,234
173
$444K 0.09%
1,951
-133
174
$443K 0.09%
6,287
175
$441K 0.09%
16,007
+3,985
5 6
7
8 9