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
$203M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.42M
3
+$2.38M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.15M

Top Sells

1
+$4.63M
2
+$3.85M
3
+$1.92M
4
TRIP icon
TripAdvisor
TRIP
+$1.38M
5
KMX icon
CarMax
KMX
+$1.31M

Sector Composition

1 Healthcare 5.61%
2 Consumer Discretionary 5.47%
3 Technology 5.44%
4 Financials 4.55%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.82%
+32,938
27
$1.64M 0.81%
10,231
+5,385
28
$1.57M 0.77%
63,283
+25,753
29
$1.52M 0.75%
67,946
+26,243
30
$1.49M 0.74%
40,602
+18,625
31
$1.45M 0.72%
13,633
-2,029
32
$1.44M 0.71%
26,416
-9,715
33
$1.43M 0.7%
49,451
-299
34
$1.18M 0.58%
30,126
+7,086
35
$1.15M 0.57%
+21,074
36
$1.11M 0.55%
71,367
-54
37
$1.1M 0.54%
+37,364
38
$1.09M 0.54%
+25,039
39
$1.08M 0.53%
931
-76
40
$1.06M 0.52%
+31,570
41
$1.05M 0.52%
16,596
+3,233
42
$1.05M 0.52%
59,540
+45,664
43
$1.01M 0.5%
+19,210
44
$850K 0.42%
10,180
+5,660
45
$838K 0.41%
53,280
-52,235
46
$837K 0.41%
6,055
+1,179
47
$835K 0.41%
+3,852
48
$825K 0.41%
+10,487
49
$825K 0.41%
9,766
-424
50
$817K 0.4%
+33,573
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