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
201
$650K 0.05%
30,462
+23,430
202
$643K 0.05%
+18,729
203
$637K 0.05%
13,783
-2,020
204
$634K 0.05%
16,992
205
$630K 0.05%
19,034
-908
206
$628K 0.05%
8,293
+34
207
$626K 0.05%
2,535
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208
$616K 0.04%
3,783
-91
209
$612K 0.04%
4,740
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210
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1,823
+79
211
$605K 0.04%
9,662
+9,324
212
$598K 0.04%
7,059
+78
213
$595K 0.04%
15,992
-1,229
214
$572K 0.04%
4,361
-96
215
$569K 0.04%
19,528
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216
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19,882
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217
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3,353
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218
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10,553
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219
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8,178
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220
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4,040
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221
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3,753
-172
222
$516K 0.04%
2,786
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223
$514K 0.04%
13,805
-8,550
224
$512K 0.04%
824
+243
225
$505K 0.04%
5,021
+31
7 8
9
10 11