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
$1.03B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$5.97M
3
+$3.99M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.62M

Top Sells

1
+$12.2M
2
+$4.82M
3
+$3.84M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.81M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 5.6%
3 Financials 3.69%
4 Healthcare 3.35%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$851K 0.08%
4,993
+207
152
$850K 0.08%
10,895
+362
153
$838K 0.08%
23,777
+1,972
154
$837K 0.08%
7,497
+77
155
$827K 0.08%
8,873
+4
156
$819K 0.08%
41,028
+21,434
157
$818K 0.08%
4,146
-357
158
$816K 0.08%
15,813
+10
159
$811K 0.08%
+20,151
160
$811K 0.08%
7,962
+207
161
$809K 0.08%
+17,032
162
$807K 0.08%
8,128
-870
163
$803K 0.08%
6,029
+535
164
$791K 0.08%
11,310
-903
165
$790K 0.08%
20,963
+1,749
166
$786K 0.08%
3,478
+105
167
$785K 0.08%
35,658
-10,209
168
$770K 0.08%
16,848
-13,446
169
$766K 0.07%
2,527
+10
170
$765K 0.07%
16,879
-1,065
171
$763K 0.07%
+18,434
172
$745K 0.07%
14,224
+4,352
173
$740K 0.07%
20,007
-3,139
174
$733K 0.07%
15,908
-1,785
175
$716K 0.07%
71,960
+21,706
5 6
7
8 9