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
$419M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.52M
3
+$1.4M
4
GLD icon
SPDR Gold Trust
GLD
+$1.02M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$889K

Top Sells

1
+$1.92M
2
+$1.71M
3
+$1.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.12M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.11M

Sector Composition

1 Technology 4.62%
2 Financials 3.05%
3 Healthcare 2.02%
4 Consumer Discretionary 1.89%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$361K 0.09%
3,188
+1,238
152
$352K 0.08%
2,853
+336
153
$345K 0.08%
8,724
-4,395
154
$344K 0.08%
3,177
+145
155
$340K 0.08%
6,462
-879
156
$338K 0.08%
3,622
+1,032
157
$338K 0.08%
3,861
+42
158
$327K 0.08%
20,959
-387
159
$325K 0.08%
2,367
-1,285
160
$314K 0.08%
8,962
-2,527
161
$314K 0.08%
5,728
+1,065
162
$308K 0.07%
11,125
-32
163
$305K 0.07%
+3,611
164
$303K 0.07%
1,903
-95
165
$303K 0.07%
6,897
-21,064
166
$302K 0.07%
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167
$299K 0.07%
6,080
-71
168
$299K 0.07%
6,113
-1,356
169
$297K 0.07%
3,098
+140
170
$296K 0.07%
3,163
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171
$291K 0.07%
14,508
-648
172
$283K 0.07%
1,148
+3
173
$283K 0.07%
+3,221
174
$281K 0.07%
10,064
-8
175
$281K 0.07%
+8,241
5 6
7
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