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
201
$365K 0.08%
30,277
-8,784
202
$364K 0.08%
7,704
-4,087
203
$351K 0.07%
2,099
204
$348K 0.07%
9,028
+410
205
$348K 0.07%
1,254
-345
206
$343K 0.07%
+3,815
207
$342K 0.07%
9,838
+6
208
$342K 0.07%
4,447
209
$339K 0.07%
+1,871
210
$338K 0.07%
+5,499
211
$338K 0.07%
+5,073
212
$338K 0.07%
+7,655
213
$337K 0.07%
+4,756
214
$332K 0.07%
+1,211
215
$332K 0.07%
2,886
+163
216
$331K 0.07%
+2,265
217
$329K 0.07%
+8,461
218
$329K 0.07%
1,586
+60
219
$329K 0.07%
+16,520
220
$326K 0.07%
3,263
+21
221
$323K 0.07%
+3,256
222
$323K 0.07%
+3,610
223
$321K 0.07%
+3,453
224
$320K 0.07%
5,219
-5,802
225
$315K 0.07%
+7,408
7 8
9
10 11