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
$280M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.53M
3
+$1.31M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
INVN
Invensense Inc
INVN
+$1.21M

Top Sells

1
+$2.83M
2
+$1.53M
3
+$1.29M
4
TSN icon
Tyson Foods
TSN
+$1.24M
5
MLCO icon
Melco Resorts & Entertainment
MLCO
+$1.07M

Sector Composition

1 Technology 5.7%
2 Consumer Discretionary 4%
3 Financials 3.68%
4 Industrials 3.53%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.57%
44,601
+781
27
$1.45M 0.52%
163,875
+3,375
28
$1.38M 0.49%
27,990
+1,573
29
$1.31M 0.47%
+36,534
30
$1.3M 0.46%
44,983
+10,053
31
$1.25M 0.45%
+173,670
32
$1.25M 0.44%
105,100
+8,750
33
$1.21M 0.43%
+53,500
34
$1.15M 0.41%
4,869
+19
35
$1.12M 0.4%
72,905
+1,466
36
$1.09M 0.39%
17,950
+5
37
$1.04M 0.37%
+28,835
38
$998K 0.36%
8,315
+6,426
39
$993K 0.35%
17,720
-2,894
40
$957K 0.34%
7,761
+4,164
41
$955K 0.34%
+9,149
42
$936K 0.33%
24,169
-11,571
43
$914K 0.33%
11,572
+4,434
44
$890K 0.32%
+13,326
45
$887K 0.32%
+10,984
46
$886K 0.32%
8,880
-692
47
$883K 0.32%
+73,344
48
$879K 0.31%
+8,662
49
$873K 0.31%
+9,198
50
$870K 0.31%
21,710
+5,430
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