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
276
$275K 0.03%
2,845
277
$275K 0.03%
2,462
+76
278
$272K 0.03%
+24,341
279
$271K 0.03%
11,466
-34
280
$270K 0.03%
8,157
-1,920
281
$264K 0.03%
11,788
-1,311
282
$264K 0.03%
11,490
-4,274
283
$263K 0.03%
12,950
-3,600
284
$263K 0.03%
5,899
+10
285
$262K 0.03%
7,006
-200
286
$259K 0.03%
+14,297
287
$259K 0.03%
7,600
288
$259K 0.03%
2,916
-112
289
$258K 0.03%
17,197
-1,037
290
$251K 0.03%
15,699
-660
291
$251K 0.03%
+4,288
292
$248K 0.03%
21,848
+3,821
293
$248K 0.03%
2,912
+48
294
$244K 0.03%
2,823
295
$243K 0.03%
4,703
-146
296
$241K 0.03%
1,003
+1
297
$241K 0.03%
2,084
298
$240K 0.03%
+23,578
299
$240K 0.03%
579
-87
300
$239K 0.03%
1,308
+39
10 11
12
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