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
$336M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.56M
3
+$1.36M
4
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$1.27M
5
ANET icon
Arista Networks
ANET
+$1.16M

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.14M
4
CBOE icon
Cboe Global Markets
CBOE
+$986K
5
CTXS
Citrix Systems Inc
CTXS
+$953K

Sector Composition

1 Financials 7.35%
2 Technology 5.7%
3 Consumer Discretionary 4.77%
4 Industrials 3.2%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$206K 0.06%
+7,029
227
$206K 0.06%
+6,794
228
$206K 0.06%
2,640
229
$205K 0.06%
+4,067
230
$204K 0.06%
+3,738
231
$200K 0.06%
+2,270
232
$191K 0.06%
+14,464
233
$181K 0.05%
+10,119
234
$180K 0.05%
+10,519
235
$165K 0.05%
+12,004
236
$163K 0.05%
10,772
-258
237
$151K 0.05%
+13,521
238
$147K 0.04%
24,428
+292
239
$20K 0.01%
+20,261
240
$9K ﹤0.01%
28,754
241
– –
-4,303
242
– –
-15,205
243
– –
-28,070
244
– –
-5,856
245
– –
-134,312
246
– –
-5,682
247
– –
-3,146
248
– –
-3,335
249
– –
-2,078
250
– –
-4,362
8 9
10
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