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
$333M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.14M
3
+$1.89M
4
NTES icon
NetEase
NTES
+$1.79M
5
ALK icon
Alaska Air
ALK
+$1.33M

Top Sells

1
+$1.24M
2
+$1.12M
3
+$1.1M
4
WSM icon
Williams-Sonoma
WSM
+$965K
5
LNC icon
Lincoln National
LNC
+$930K

Sector Composition

1 Consumer Discretionary 6.57%
2 Healthcare 5.33%
3 Technology 5.28%
4 Financials 3.82%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.64%
10,277
-1,127
27
$2.05M 0.62%
126,535
-1,865
28
$1.95M 0.58%
80,599
-959
29
$1.92M 0.58%
69,968
+3,469
30
$1.89M 0.57%
+36,065
31
$1.88M 0.56%
127,776
+29,126
32
$1.86M 0.56%
70,396
+27,996
33
$1.85M 0.56%
17,767
-7,363
34
$1.79M 0.54%
+61,945
35
$1.56M 0.47%
24,938
+11,847
36
$1.53M 0.46%
28,465
+703
37
$1.37M 0.41%
46,679
38
$1.33M 0.4%
+20,620
39
$1.32M 0.4%
109,300
+37,600
40
$1.28M 0.38%
10,940
+5,429
41
$1.27M 0.38%
7,761
+4,910
42
$1.26M 0.38%
74,256
+185
43
$1.24M 0.37%
25,718
+15,301
44
$1.24M 0.37%
22,090
+18,056
45
$1.23M 0.37%
5,110
+3,768
46
$1.23M 0.37%
20,095
+4,640
47
$1.17M 0.35%
88,200
+26,240
48
$1.17M 0.35%
43,400
+1
49
$1.15M 0.34%
9,393
+5,532
50
$1.14M 0.34%
51,234
+26,478
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