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
$450M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.51M
3
+$1.5M
4
ULTA icon
Ulta Beauty
ULTA
+$1.23M
5
RHI icon
Robert Half
RHI
+$1.22M

Top Sells

1
+$5.18M
2
+$2.89M
3
+$1.97M
4
AMAT icon
Applied Materials
AMAT
+$1.72M
5
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$1.26M

Sector Composition

1 Technology 6.21%
2 Healthcare 5.79%
3 Consumer Discretionary 4.76%
4 Financials 4.72%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 0.75%
88,671
27
$3.25M 0.72%
141,960
-86,250
28
$2.9M 0.64%
46,030
+500
29
$2.56M 0.57%
7,467
-586
30
$2.32M 0.52%
61,448
-3,082
31
$2.14M 0.48%
90,732
+1,895
32
$2.09M 0.47%
33,964
+7,436
33
$2.09M 0.46%
91,050
+65
34
$2.04M 0.45%
15,031
+141
35
$1.9M 0.42%
32,784
-9,862
36
$1.85M 0.41%
36,125
-288
37
$1.8M 0.4%
9,700
+5,372
38
$1.72M 0.38%
4,595
-150
39
$1.71M 0.38%
21,195
+13,362
40
$1.69M 0.38%
26,657
+9,595
41
$1.65M 0.37%
14,583
-1,159
42
$1.59M 0.35%
121,627
+4,799
43
$1.57M 0.35%
5,454
+3,487
44
$1.57M 0.35%
28,739
+1,471
45
$1.57M 0.35%
47,038
+1,162
46
$1.52M 0.34%
31,187
+187
47
$1.51M 0.34%
+22,982
48
$1.5M 0.33%
63,342
-9,111
49
$1.48M 0.33%
7,550
+118
50
$1.48M 0.33%
14,099
-1,921
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