JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.56M
3
+$1.36M
4
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$1.27M
5
ANET icon
Arista Networks
ANET
+$1.16M

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.14M
4
CBOE icon
Cboe Global Markets
CBOE
+$986K
5
CTXS
Citrix Systems Inc
CTXS
+$953K

Sector Composition

1 Financials 7.35%
2 Technology 5.7%
3 Consumer Discretionary 4.77%
4 Industrials 3.2%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-6,974
277
– –
-11,336
278
– –
-3,544
279
– –
-21,445
280
– –
-13,344
281
– –
-5,514
282
– –
-7,383
283
– –
-7,040
284
– –
-10,725
285
– –
-10,096
286
– –
-16,740
287
– –
-16,180
288
– –
-3,215
289
– –
-12,332
290
– –
-2,993
291
– –
-7,352
292
– –
-13,271
293
– –
-5,912
294
– –
-4,015
295
– –
-2,514
296
– –
-2,407
297
– –
-5,515
298
– –
-35,434
299
– –
-21,892
300
– –
-4,560
9 10 11
12
13