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
$268M
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.3M
3
+$1.63M
4
OPK icon
Opko Health
OPK
+$1.29M
5
HD icon
Home Depot
HD
+$1.16M

Top Sells

1
+$18.8M
2
+$11.7M
3
+$4.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.59M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.56M

Sector Composition

1 Consumer Discretionary 6.94%
2 Financials 4.54%
3 Industrials 4.33%
4 Technology 4.29%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.69%
9,558
-719
27
$1.81M 0.67%
22,783
+2,163
28
$1.79M 0.67%
68,573
-1,395
29
$1.73M 0.65%
54,340
+10,940
30
$1.73M 0.64%
78,710
-1,889
31
$1.73M 0.64%
63,215
-58,025
32
$1.7M 0.63%
15,602
-14,265
33
$1.69M 0.63%
117,550
+8,250
34
$1.63M 0.61%
+22,671
35
$1.42M 0.53%
33,349
-6,581
36
$1.3M 0.49%
21,657
-3,281
37
$1.2M 0.45%
16,525
+8,864
38
$1.16M 0.43%
74,497
+241
39
$1.16M 0.43%
+10,036
40
$1.16M 0.43%
+11,901
41
$1.12M 0.42%
46,575
-15,370
42
$1.07M 0.4%
18,877
-9,588
43
$1.04M 0.39%
30,392
+29
44
$1.01M 0.38%
8,740
-653
45
$1.01M 0.38%
8,714
+227
46
$991K 0.37%
49,840
+250
47
$986K 0.37%
6,062
+1,034
48
$977K 0.36%
+21,317
49
$959K 0.36%
8,784
+7,111
50
$938K 0.35%
+31,932
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