JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.67B
1-Year Est. Return 22.71%
This Quarter Est. Return
1 Year Est. Return
+22.71%
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
276
$210K 0.05%
+2,674
277
$208K 0.05%
4,568
-3,784
278
$208K 0.05%
4,250
+200
279
$206K 0.05%
+2,856
280
$205K 0.05%
+688
281
$204K 0.05%
+7,731
282
$204K 0.05%
+2,844
283
$203K 0.05%
+4,917
284
$203K 0.05%
7,134
+10
285
$203K 0.05%
1,409
-8,021
286
$203K 0.05%
+3,869
287
$203K 0.05%
+2,696
288
$201K 0.04%
5,765
289
$201K 0.04%
4,232
-772
290
$148K 0.03%
2,926
+58
291
$137K 0.03%
10,897
-6,060
292
$32K 0.01%
18,436
293
$32K 0.01%
2,584
294
$1K ﹤0.01%
24,354
295
– –
-30,977
296
– –
-10,356
297
– –
-4,317
298
– –
-164
299
– –
-2,376
300
– –
-5,293
10 11
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