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
$280M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.53M
3
+$1.31M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
INVN
Invensense Inc
INVN
+$1.21M

Top Sells

1
+$2.83M
2
+$1.53M
3
+$1.29M
4
TSN icon
Tyson Foods
TSN
+$1.24M
5
MLCO icon
Melco Resorts & Entertainment
MLCO
+$1.07M

Sector Composition

1 Technology 5.7%
2 Consumer Discretionary 4%
3 Financials 3.68%
4 Industrials 3.53%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-27,655
227
– –
-6,936
228
– –
-1,041
229
– –
-5,527
230
– –
-5,442
231
– –
-20,683
232
– –
-3,074
233
– –
-140,369
234
– –
-13,536
235
– –
-5,415
236
– –
-4,501
237
– –
-32,040
238
– –
-28,184
239
– –
-1,610
240
– –
-5,848
241
– –
-7,721
242
– –
-3,575
243
– –
-7,192
244
– –
-5,723
245
– –
-2,183
246
– –
-5,653
247
– –
-4,765
248
– –
-9,545
249
– –
-3,648
250
– –
-5,791
7 8 9
10
11