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

Top Buys

1
+$11.3M
2
+$3.65M
3
+$2.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.69M
5
ULTA icon
Ulta Beauty
ULTA
+$1.23M

Top Sells

1
+$11.5M
2
+$11.5M
3
+$5.44M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.8M

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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252
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254
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-28,433
255
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256
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-11,166
257
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-3,588
258
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-3,485
259
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260
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-7,040
7 8 9 10
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