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
$273M
AUM Growth
-$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.54M
3
+$1.11M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.02M
5
AGN
Allergan Inc
AGN
+$983K

Top Sells

1
+$6.77M
2
+$4.81M
3
+$2.24M
4
INVN
Invensense Inc
INVN
+$1.21M
5
BABS
SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF
BABS
+$1.09M

Sector Composition

1 Technology 6.08%
2 Healthcare 4.06%
3 Communication Services 3.71%
4 Consumer Discretionary 3.39%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.57%
+7,055
27
$1.49M 0.55%
66,111
+62
28
$1.43M 0.53%
13,205
+4,325
29
$1.33M 0.49%
99,500
-5,600
30
$1.25M 0.46%
73,354
+449
31
$1.25M 0.46%
21,486
+6,257
32
$1.2M 0.44%
10,109
+3,579
33
$1.18M 0.43%
12,069
+2,920
34
$1.11M 0.41%
+10,456
35
$1.06M 0.39%
122,220
-51,450
36
$1.02M 0.37%
+24,620
37
$991K 0.36%
48,727
+19,165
38
$983K 0.36%
+5,519
39
$940K 0.34%
9,919
+4,892
40
$923K 0.34%
31,201
+12,168
41
$912K 0.33%
26,613
+2,823
42
$908K 0.33%
+12,350
43
$904K 0.33%
13,732
+7,761
44
$897K 0.33%
+9,778
45
$886K 0.33%
3,420
-1,449
46
$876K 0.32%
70,184
-3,160
47
$861K 0.32%
24,114
+808
48
$859K 0.32%
50,155
+26,060
49
$851K 0.31%
5,990
+3,013
50
$830K 0.3%
5,205
+714
1
2
3 4 5