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
176
$278K 0.07%
6,211
-589
177
$277K 0.07%
30,662
+1,021
178
$274K 0.07%
6,475
-19,365
179
$272K 0.07%
+4,482
180
$271K 0.06%
+2,359
181
$269K 0.06%
12,645
-34,221
182
$268K 0.06%
2,169
+266
183
$267K 0.06%
3,296
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184
$265K 0.06%
6,241
+40
185
$263K 0.06%
4,283
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186
$261K 0.06%
2,101
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187
$258K 0.06%
6,900
-19,392
188
$253K 0.06%
17,203
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189
$253K 0.06%
+2,605
190
$252K 0.06%
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191
$241K 0.06%
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-13,390
192
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+3,425
193
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+2,971
194
$233K 0.06%
2,061
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195
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3,143
-9,050
196
$230K 0.05%
28,590
-77,099
197
$229K 0.05%
1,433
+4
198
$228K 0.05%
783
-466
199
$226K 0.05%
+2,079
200
$225K 0.05%
919
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