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
201
$560K 0.05%
4,606
-79
202
$553K 0.05%
26,098
+757
203
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21,146
+4
204
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3,873
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205
$551K 0.05%
2,477
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206
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3,931
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207
$527K 0.05%
6,594
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208
$526K 0.05%
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-93
209
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210
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9,589
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211
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2,602
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212
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5,403
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213
$518K 0.05%
24,040
-3,480
214
$516K 0.05%
5,643
+100
215
$509K 0.05%
14,901
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216
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19,246
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217
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218
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12,735
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219
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3,653
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220
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221
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3,973
-1,418
222
$480K 0.05%
9,353
-8,350
223
$475K 0.05%
6,968
-13
224
$471K 0.05%
888
+2
225
$467K 0.05%
10,644
-54
7 8
9
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