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
$907M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$831K
3
+$784K
4
KHC icon
Kraft Heinz
KHC
+$779K
5
IRM icon
Iron Mountain
IRM
+$726K

Top Sells

1
+$1.26M
2
+$717K
3
+$695K
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$693K
5
PNW icon
Pinnacle West Capital
PNW
+$691K

Sector Composition

1 Technology 12.95%
2 Consumer Discretionary 5.91%
3 Healthcare 3.8%
4 Financials 3.74%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.71M 0.96%
418,546
+4,539
27
$8.3M 0.92%
20,305
-1,752
28
$8.04M 0.89%
135,366
+13,190
29
$7.87M 0.87%
227,122
+471
30
$7.67M 0.85%
325,182
+813
31
$7.65M 0.84%
85,960
+693
32
$7.53M 0.83%
53,140
+213
33
$7.45M 0.82%
13,871
+210
34
$6.59M 0.73%
63,556
-522
35
$6.35M 0.7%
14,790
+301
36
$5.97M 0.66%
40,917
+789
37
$5.88M 0.65%
98,017
+851
38
$5.74M 0.63%
36,880
+515
39
$5.55M 0.61%
38,302
+1,846
40
$4.99M 0.55%
9,903
+281
41
$4.78M 0.53%
13,649
+374
42
$4.74M 0.52%
179,317
-8,540
43
$4.68M 0.52%
35,471
+400
44
$4.66M 0.51%
24,336
-123
45
$4.33M 0.48%
75,616
+700
46
$4M 0.44%
37,361
-625
47
$3.99M 0.44%
17,359
+244
48
$3.98M 0.44%
15,123
+315
49
$3.88M 0.43%
12,853
+267
50
$3.67M 0.41%
238,932
+87
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