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
$308M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11M
3
+$7.61M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.03M
5
SBNY
Signature Bank
SBNY
+$1.71M

Top Sells

1
+$3.3M
2
+$3.17M
3
+$1.81M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.69M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.44M

Sector Composition

1 Consumer Discretionary 5.46%
2 Industrials 3.66%
3 Healthcare 3.47%
4 Communication Services 3.46%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.76%
60,860
+6,520
27
$2.27M 0.74%
83,633
+15,060
28
$2.16M 0.7%
50,359
+28,343
29
$2.04M 0.66%
126,620
+340
30
$2M 0.65%
9,778
+220
31
$1.76M 0.57%
48,540
+1,965
32
$1.74M 0.56%
62,300
-915
33
$1.74M 0.56%
15,404
-198
34
$1.71M 0.56%
+11,152
35
$1.68M 0.54%
23,734
+2,077
36
$1.46M 0.47%
86,919
+12,422
37
$1.41M 0.46%
43,980
+12,048
38
$1.37M 0.44%
12,999
+1,098
39
$1.33M 0.43%
33,568
+19,052
40
$1.31M 0.43%
16,856
+6,798
41
$1.31M 0.43%
+3,853
42
$1.2M 0.39%
8,417
+5,744
43
$1.19M 0.39%
15,321
+8,868
44
$1.18M 0.38%
8,922
-1,114
45
$1.13M 0.37%
9,229
+4,606
46
$1.13M 0.37%
6,109
+877
47
$1.07M 0.35%
13,871
+2,430
48
$1.05M 0.34%
+9,468
49
$1.04M 0.34%
30,446
+54
50
$994K 0.32%
16,567
+4,295
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