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
176
$439K 0.09%
3,222
-131
177
$438K 0.09%
5,483
+503
178
$435K 0.09%
23,683
-637
179
$431K 0.09%
6,224
180
$430K 0.09%
+14,718
181
$428K 0.09%
4,060
+327
182
$428K 0.09%
1,388
+318
183
$425K 0.09%
1,763
+8
184
$422K 0.09%
+19,848
185
$422K 0.09%
18,225
+1,650
186
$420K 0.09%
4,413
-725
187
$419K 0.09%
4,484
+841
188
$415K 0.09%
4,790
+75
189
$414K 0.09%
7,604
190
$412K 0.09%
41,346
+7,259
191
$409K 0.09%
4,231
+1,172
192
$407K 0.09%
5,559
-39
193
$396K 0.08%
30,712
+1,440
194
$382K 0.08%
+2,460
195
$373K 0.08%
5,508
+30
196
$371K 0.08%
8,012
197
$367K 0.08%
4,857
+1,018
198
$366K 0.08%
7,733
-13,327
199
$366K 0.08%
67,968
-1,094
200
$366K 0.08%
+5,120
6 7
8
9 10