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
201
$853K 0.06%
23,838
+2,339
202
$849K 0.06%
+4,130
203
$847K 0.06%
13,241
-18
204
$846K 0.06%
33,120
205
$844K 0.06%
+5,258
206
$828K 0.05%
28,176
+635
207
$825K 0.05%
+17,449
208
$824K 0.05%
28,140
+325
209
$820K 0.05%
42,030
+434
210
$816K 0.05%
1,083
+4
211
$773K 0.05%
6,774
+14
212
$749K 0.05%
1,842
-78
213
$744K 0.05%
22,826
-555
214
$742K 0.05%
3,520
-10
215
$721K 0.05%
7,867
-1,137
216
$712K 0.05%
6,753
-119
217
$698K 0.05%
38,504
+3,404
218
$687K 0.05%
28,355
-65,761
219
$679K 0.04%
6,169
-304
220
$677K 0.04%
+24,877
221
$667K 0.04%
15,549
-4
222
$665K 0.04%
3,425
+14
223
$663K 0.04%
41,925
-1,140
224
$660K 0.04%
16,992
225
$651K 0.04%
7,045
-14
7 8
9
10 11