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
$907M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$831K
3
+$784K
4
KHC icon
Kraft Heinz
KHC
+$779K
5
IRM icon
Iron Mountain
IRM
+$726K

Top Sells

1
+$1.26M
2
+$717K
3
+$695K
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$693K
5
PNW icon
Pinnacle West Capital
PNW
+$691K

Sector Composition

1 Technology 12.95%
2 Consumer Discretionary 5.91%
3 Healthcare 3.8%
4 Financials 3.74%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$330K 0.04%
5,651
-2,684
252
$326K 0.04%
11,654
-2,519
253
$324K 0.04%
17,725
254
$317K 0.04%
2,638
255
$315K 0.03%
22,466
+3,845
256
$314K 0.03%
6,405
-184
257
$312K 0.03%
3,851
-231
258
$312K 0.03%
2,498
-29
259
$307K 0.03%
4,049
-108
260
$303K 0.03%
+7,128
261
$303K 0.03%
13,255
262
$300K 0.03%
+20,425
263
$298K 0.03%
1,963
-25
264
$290K 0.03%
1,123
-31
265
$286K 0.03%
14,973
-501
266
$284K 0.03%
3,855
+100
267
$283K 0.03%
18,099
-11
268
$282K 0.03%
554
-53
269
$281K 0.03%
2,840
+16
270
$280K 0.03%
2,573
-2,145
271
$279K 0.03%
3,746
-4,775
272
$276K 0.03%
1,739
-2
273
$276K 0.03%
6,188
-194
274
$276K 0.03%
4,380
275
$276K 0.03%
+9,301
9 10
11
12 13