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
176
$860K 0.06%
13,162
-236
177
$856K 0.06%
6,799
+57
178
$842K 0.06%
29,371
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179
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180
$824K 0.06%
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181
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182
$815K 0.06%
9,546
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183
$813K 0.06%
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184
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+114
185
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30,280
+5,312
186
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187
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29,603
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188
$768K 0.06%
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189
$745K 0.05%
30,064
-15,465
190
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191
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192
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193
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6,150
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194
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195
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196
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29,458
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197
$699K 0.05%
43,295
-15,524
198
$682K 0.05%
2,937
+359
199
$677K 0.05%
23,174
-219
200
$670K 0.05%
5,403
+1,010
6 7
8
9 10