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
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$9.07M
3
+$4.92M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$4.67M
5
IAU icon
iShares Gold Trust
IAU
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 7.16%
2 Healthcare 6.08%
3 Industrials 4.84%
4 Materials 4.53%
5 Energy 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.1M 6.3%
+231,577
2
$9.07M 6.28%
+194,455
3
$4.92M 3.41%
+54,719
4
$4.67M 3.23%
+75,008
5
$3.68M 2.55%
+153,631
6
$3.66M 2.54%
+30,751
7
$3.44M 2.38%
+140,430
8
$3.27M 2.26%
+20,307
9
$2.67M 1.85%
+26,390
10
$2.65M 1.83%
+25,146
11
$2.6M 1.8%
+45,347
12
$2.5M 1.73%
+100,470
13
$2.41M 1.67%
+39,384
14
$2.29M 1.58%
+27,113
15
$2.26M 1.56%
+90,217
16
$2.25M 1.56%
+78,316
17
$1.93M 1.33%
+50,083
18
$1.92M 1.33%
+17,861
19
$1.91M 1.32%
+26,806
20
$1.86M 1.29%
+98,315
21
$1.69M 1.17%
+14,847
22
$1.67M 1.16%
+14,896
23
$1.63M 1.13%
+25,402
24
$1.52M 1.05%
+96,834
25
$1.47M 1.02%
+16,205
1
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