JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.48M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M

Top Sells

1
+$1.97M
2
+$1.78M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.59M
5
DG icon
Dollar General
DG
+$1.35M

Sector Composition

1 Technology 15.42%
2 Consumer Discretionary 5.46%
3 Financials 4.37%
4 Communication Services 4.2%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.34M 0.09%
16,005
-332
152
$1.28M 0.08%
48,352
+30,509
153
$1.27M 0.08%
98,345
-1,465
154
$1.26M 0.08%
23,959
-66
155
$1.26M 0.08%
68,939
-9,788
156
$1.25M 0.08%
28,179
-776
157
$1.23M 0.08%
+8,313
158
$1.22M 0.08%
64,257
-10,505
159
$1.22M 0.08%
17,005
+279
160
$1.22M 0.08%
9,129
-6
161
$1.21M 0.08%
16,605
-189
162
$1.21M 0.08%
6,468
-508
163
$1.17M 0.08%
1,115
-3
164
$1.14M 0.07%
4,095
-1,262
165
$1.14M 0.07%
+3,011
166
$1.13M 0.07%
18,175
-198
167
$1.13M 0.07%
10,783
+46
168
$1.13M 0.07%
12,260
-250
169
$1.12M 0.07%
1,249
+211
170
$1.11M 0.07%
62,151
+636
171
$1.08M 0.07%
10,723
-31
172
$1.07M 0.07%
+8,017
173
$1.05M 0.07%
32,153
+2,858
174
$1.05M 0.07%
33,957
-4,055
175
$1.04M 0.07%
19,178
+4,165
5 6
7
8 9