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
176
$709K 0.07%
14,194
+183
177
$708K 0.07%
6,887
+17
178
$690K 0.07%
9,805
-67
179
$681K 0.07%
+8,262
180
$676K 0.07%
2,673
+406
181
$674K 0.07%
12,061
-242
182
$666K 0.07%
15,188
-6,853
183
$663K 0.06%
33,082
+1,029
184
$651K 0.06%
10,179
+174
185
$649K 0.06%
1,722
-70
186
$625K 0.06%
8,394
-2,197
187
$625K 0.06%
2,965
-57
188
$619K 0.06%
2,351
-126
189
$617K 0.06%
1,076
+101
190
$616K 0.06%
14,484
-1,611
191
$611K 0.06%
11,198
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192
$598K 0.06%
14,835
-3,391
193
$592K 0.06%
17,404
-2,656
194
$588K 0.06%
7,133
-8
195
$586K 0.06%
+34,539
196
$585K 0.06%
7,413
-5,126
197
$579K 0.06%
21,785
+1,719
198
$576K 0.06%
4,039
+1,169
199
$576K 0.06%
+91,363
200
$564K 0.06%
29,458
6 7
8
9 10