JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.33M
3
+$1.84M
4
NTES icon
NetEase
NTES
+$1.65M
5
ALK icon
Alaska Air
ALK
+$1.33M

Top Sells

1
+$1.24M
2
+$1.12M
3
+$1.1M
4
WSM icon
Williams-Sonoma
WSM
+$965K
5
LNC icon
Lincoln National
LNC
+$930K

Sector Composition

1 Consumer Discretionary 6.57%
2 Healthcare 5.33%
3 Technology 5.28%
4 Financials 3.82%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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252
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254
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255
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256
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-1,529
257
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-31,200
258
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-3,852
259
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-1,728
260
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261
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262
$0 ﹤0.01%
+10,418
263
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-11,669
264
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-6,995
7 8 9 10
11