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
$171M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$4.06M
3
+$1.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.81M
5
BIDU icon
Baidu
BIDU
+$1.57M

Top Sells

1
+$1.67M
2
+$1.11M
3
+$1.01M
4
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$906K
5
RMD icon
ResMed
RMD
+$866K

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 5.17%
3 Communication Services 4.49%
4 Financials 3.95%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.98%
15,662
-2,199
27
$1.57M 0.92%
+10,114
28
$1.53M 0.9%
105,515
-7,905
29
$1.47M 0.86%
66,876
+41,706
30
$1.4M 0.82%
49,750
-1,580
31
$1.38M 0.81%
+18,153
32
$1.31M 0.77%
+27,056
33
$1.26M 0.74%
74,312
-2,464
34
$1.24M 0.73%
30,403
+15,082
35
$1.16M 0.68%
30,092
-5,074
36
$1.07M 0.63%
4,444
+1,287
37
$1.07M 0.62%
+43,053
38
$1.03M 0.61%
+8,811
39
$1.02M 0.6%
+114,917
40
$1.02M 0.6%
1,007
+353
41
$1.01M 0.59%
6,365
+4,395
42
$986K 0.58%
71,421
+62
43
$954K 0.56%
41,703
-48,514
44
$937K 0.55%
8,257
-6,590
45
$905K 0.53%
+6,182
46
$852K 0.5%
13,363
+3,964
47
$838K 0.49%
+37,530
48
$819K 0.48%
21,977
+12,788
49
$785K 0.46%
10,190
+3,318
50
$784K 0.46%
+18,963
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