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
$336M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.56M
3
+$1.36M
4
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$1.27M
5
ANET icon
Arista Networks
ANET
+$1.16M

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.14M
4
CBOE icon
Cboe Global Markets
CBOE
+$986K
5
CTXS
Citrix Systems Inc
CTXS
+$953K

Sector Composition

1 Financials 7.35%
2 Technology 5.7%
3 Consumer Discretionary 4.77%
4 Industrials 3.2%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 0.76%
212,895
-8,221
27
$2.18M 0.65%
79,307
-417
28
$2.17M 0.65%
26,347
+5,725
29
$2.08M 0.62%
124,365
+190
30
$2.02M 0.6%
17,231
+3,332
31
$1.57M 0.47%
77,879
+4,159
32
$1.56M 0.46%
+11,845
33
$1.55M 0.46%
6,903
+1,192
34
$1.51M 0.45%
35,165
+10,370
35
$1.5M 0.45%
11,293
+2,952
36
$1.4M 0.42%
231,696
+192,016
37
$1.36M 0.41%
+19,776
38
$1.35M 0.4%
109,679
+1,073
39
$1.33M 0.4%
12,083
+4,045
40
$1.27M 0.38%
+36,600
41
$1.27M 0.38%
28,367
+16,389
42
$1.26M 0.38%
97,482
+1,620
43
$1.23M 0.37%
12,324
+8,512
44
$1.22M 0.36%
78,999
+41,737
45
$1.16M 0.34%
13,617
-554
46
$1.15M 0.34%
+23,655
47
$1.15M 0.34%
9,744
+2,257
48
$1.13M 0.34%
10,968
+6,049
49
$1.11M 0.33%
7,301
+4,640
50
$1.1M 0.33%
19,975
+2,257
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