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
251
$238K 0.05%
+3,140
252
$237K 0.05%
+22,536
253
$236K 0.05%
6,349
-685
254
$236K 0.05%
3,090
255
$234K 0.05%
2,300
256
$233K 0.05%
2,949
-1,395
257
$233K 0.05%
+789
258
$232K 0.05%
4,884
259
$231K 0.05%
+3,972
260
$230K 0.05%
3,894
-8,557
261
$230K 0.05%
3,918
-4,516
262
$228K 0.05%
9,488
263
$227K 0.05%
+10,319
264
$227K 0.05%
+1,201
265
$226K 0.05%
2,888
266
$225K 0.05%
1,105
-1,684
267
$223K 0.05%
3,059
-2,970
268
$222K 0.05%
3,836
+266
269
$216K 0.05%
3,684
270
$216K 0.05%
+1,638
271
$215K 0.05%
+14,326
272
$213K 0.05%
2,340
-5,610
273
$212K 0.05%
+2,324
274
$212K 0.05%
8,961
-7,508
275
$211K 0.05%
+10,289
9 10
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