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
176
$1.04M 0.07%
7,329
-4,999
177
$1.04M 0.07%
24,985
-7,273
178
$1.04M 0.07%
4,446
-404
179
$1.03M 0.07%
5,568
-125
180
$1.01M 0.07%
+37,799
181
$1.01M 0.07%
+8,227
182
$1.01M 0.07%
24,668
+7,638
183
$994K 0.07%
+40,822
184
$989K 0.06%
10,022
+7,590
185
$964K 0.06%
2,188
-13
186
$963K 0.06%
18,255
+9,768
187
$949K 0.06%
16,195
-558
188
$945K 0.06%
39,428
-10,453
189
$942K 0.06%
21,733
-2,979
190
$903K 0.06%
6,365
-2,263
191
$899K 0.06%
17,734
-214
192
$898K 0.06%
+149,735
193
$898K 0.06%
17,848
+85
194
$890K 0.06%
3,228
-352
195
$887K 0.06%
29,458
196
$883K 0.06%
9,606
+44
197
$875K 0.06%
33,488
+410
198
$873K 0.06%
7,333
+47
199
$873K 0.06%
+3,516
200
$863K 0.06%
12,277
+409
6 7
8
9 10