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
376
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377
-13,697
378
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379
-11,467
380
-2,671
381
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382
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383
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384
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385
-1,968
386
-35,837
387
-227,949