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
$705M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.7M
3
+$5.98M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.85M
5
AAPL icon
Apple
AAPL
+$4.07M

Top Sells

1
+$6.18M
2
+$6.14M
3
+$6.05M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$4.38M
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$2.46M

Sector Composition

1 Technology 10.36%
2 Healthcare 4.58%
3 Consumer Discretionary 4.27%
4 Communication Services 3.19%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.4M 8.28%
677,403
+31,783
2
$42.9M 6.08%
220,202
+5,079
3
$39.1M 5.54%
294,637
+30,694
4
$34.3M 4.87%
2,263,656
+319,932
5
$33.1M 4.7%
188,467
+9,591
6
$32.3M 4.58%
102,970
+8,078
7
$29.9M 4.23%
775,326
+330,782
8
$25.2M 3.57%
419,454
+237,334
9
$20.6M 2.92%
641,381
+107,299
10
$19.7M 2.79%
154,227
+12,637
11
$16.3M 2.31%
297,363
-11,008
12
$13.7M 1.94%
902,232
-55,056
13
$10.4M 1.48%
120,688
-71,528
14
$9.59M 1.36%
40,758
+15,528
15
$9.2M 1.3%
56,480
+19,680
16
$8.72M 1.24%
41,161
+6
17
$8.54M 1.21%
31,245
+21,906
18
$8.11M 1.15%
401,858
-10,581
19
$7.9M 1.12%
21,034
-510
20
$7.6M 1.08%
34,175
-1,127
21
$6.93M 0.98%
82,793
-325
22
$6.36M 0.9%
66,893
+11,454
23
$6.13M 0.87%
52,334
-1,097
24
$5.81M 0.82%
131,015
+31,710
25
$5.41M 0.77%
414,320
+295,160
1
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