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
$450M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.51M
3
+$1.5M
4
ULTA icon
Ulta Beauty
ULTA
+$1.23M
5
RHI icon
Robert Half
RHI
+$1.22M

Top Sells

1
+$5.18M
2
+$2.89M
3
+$1.97M
4
AMAT icon
Applied Materials
AMAT
+$1.72M
5
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$1.26M

Sector Composition

1 Technology 6.21%
2 Healthcare 5.79%
3 Consumer Discretionary 4.76%
4 Financials 4.72%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$312K 0.07%
2,723
+24
227
$306K 0.07%
+32,670
228
$305K 0.07%
3,788
+200
229
$302K 0.07%
16,575
-9,315
230
$294K 0.07%
3,643
-13,333
231
$289K 0.06%
1,481
+7
232
$286K 0.06%
1,827
+72
233
$282K 0.06%
+1,526
234
$282K 0.06%
8,618
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235
$278K 0.06%
+3,839
236
$275K 0.06%
2,871
237
$269K 0.06%
4,081
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238
$268K 0.06%
3,625
-9,849
239
$266K 0.06%
+5,282
240
$265K 0.06%
2,773
-1,371
241
$264K 0.06%
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242
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243
$259K 0.06%
3,150
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244
$257K 0.06%
4,600
245
$256K 0.06%
1,518
-3,190
246
$252K 0.06%
3,092
+36
247
$248K 0.06%
1,063
-305
248
$248K 0.06%
1,754
-3,032
249
$243K 0.05%
+2,550
250
$240K 0.05%
3,238
-7,117
8 9
10
11 12