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
$1.38B
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,374
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.04M
3
+$2.71M
4
DG icon
Dollar General
DG
+$2.7M
5
JCI icon
Johnson Controls International
JCI
+$2.57M

Top Sells

1
+$19M
2
+$2.32M
3
+$1.19M
4
NVDA icon
NVIDIA
NVDA
+$1.11M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.07M

Sector Composition

1 Technology 16.18%
2 Consumer Discretionary 7%
3 Financials 4.61%
4 Communication Services 4.25%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.16M 0.08%
23,809
+2,331
152
$1.14M 0.08%
19,661
+795
153
$1.11M 0.08%
1,079
+10
154
$1.09M 0.08%
+6,045
155
$1.09M 0.08%
34,747
+16,577
156
$1.08M 0.08%
18,315
-16
157
$1.06M 0.08%
39,424
+39,274
158
$1.05M 0.08%
+108,942
159
$1.04M 0.08%
2,536
+39
160
$1.03M 0.07%
3,960
+1,775
161
$1.03M 0.07%
16,792
+216
162
$1.01M 0.07%
37,009
+3,053
163
$1M 0.07%
17,764
+1,225
164
$996K 0.07%
4,408
+127
165
$995K 0.07%
7,802
+53
166
$983K 0.07%
14,261
+2,106
167
$967K 0.07%
10,896
+79
168
$966K 0.07%
18,466
-5,384
169
$964K 0.07%
11,710
+14
170
$957K 0.07%
7,922
+115
171
$918K 0.07%
+27,446
172
$911K 0.07%
18,064
-2,398
173
$910K 0.07%
18,075
+78
174
$906K 0.07%
18,054
+36
175
$885K 0.06%
2,079
+16
5 6
7
8 9