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
$330M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$3.41M
3
+$2.58M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.76M
5
GPN icon
Global Payments
GPN
+$1.2M

Top Sells

1
+$11.5M
2
+$11.5M
3
+$5.37M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.82M

Sector Composition

1 Consumer Discretionary 4.97%
2 Communication Services 4.47%
3 Technology 4.37%
4 Healthcare 3.96%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-77,518
252
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-4,235
253
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-7,561
254
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-9,634
255
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-3,389
256
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-20,147
257
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-135,307
258
– –
-8,700
259
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-2,886
260
– –
-2,434
7 8 9 10
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