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
301
$238K 0.03%
+9,653
302
$235K 0.03%
+4,975
303
$232K 0.03%
3,108
304
$232K 0.03%
636
-8
305
$227K 0.03%
1,216
-115
306
$226K 0.02%
4,778
+41
307
$225K 0.02%
4,949
+810
308
$223K 0.02%
3,087
-387
309
$223K 0.02%
6,713
+2
310
$220K 0.02%
9,701
311
$220K 0.02%
2,420
312
$219K 0.02%
266
-25
313
$215K 0.02%
2,839
+13
314
$212K 0.02%
+4,482
315
$211K 0.02%
+853
316
$209K 0.02%
3,570
-40
317
$207K 0.02%
12,343
-13,316
318
$202K 0.02%
5,663
-2,741
319
$202K 0.02%
+18,974
320
$201K 0.02%
+8,150
321
$201K 0.02%
4,273
-28
322
$200K 0.02%
963
+3
323
$161K 0.02%
16,903
+2,259
324
$152K 0.02%
25,096
-1,025
325
$151K 0.02%
4,441
+25
11 12
13
14 15