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
$316M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$11.5M
3
+$11.5M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.18M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.16M

Top Sells

1
+$14.8M
2
+$13M
3
+$12.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$7.61M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.36M

Sector Composition

1 Consumer Discretionary 4.36%
2 Technology 3.34%
3 Healthcare 2.64%
4 Communication Services 2.52%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.17M 1%
29,062
+424
27
$2.39M 0.76%
78,746
+4,194
28
$2.36M 0.74%
203,183
+15,498
29
$2.25M 0.71%
83,026
-607
30
$2.1M 0.66%
77,518
-10,654
31
$1.97M 0.62%
123,950
-2,670
32
$1.83M 0.58%
8,869
-909
33
$1.43M 0.45%
105,550
+18,631
34
$1.31M 0.41%
30,201
-3,367
35
$1.22M 0.39%
+70,000
36
$1.13M 0.36%
18,824
+7,423
37
$1.09M 0.35%
+19,164
38
$1.07M 0.34%
12,845
-4,011
39
$1.01M 0.32%
18,642
+10,616
40
$994K 0.31%
8,965
+22
41
$970K 0.31%
+14,804
42
$958K 0.3%
+22,691
43
$952K 0.3%
12,208
+1,295
44
$951K 0.3%
6,243
+344
45
$877K 0.28%
56,740
+31,970
46
$858K 0.27%
47,055
+15,285
47
$816K 0.26%
+11,011
48
$790K 0.25%
+9,634
49
$779K 0.25%
25,782
-18,198
50
$732K 0.23%
8,551
+866
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