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
$171M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$4.06M
3
+$1.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.81M
5
BIDU icon
Baidu
BIDU
+$1.57M

Top Sells

1
+$1.67M
2
+$1.11M
3
+$1.01M
4
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$906K
5
RMD icon
ResMed
RMD
+$866K

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 5.17%
3 Communication Services 4.49%
4 Financials 3.95%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$763K 0.45%
+26,646
52
$760K 0.44%
5,880
-4,778
53
$733K 0.43%
+23,040
54
$726K 0.43%
5,045
-938
55
$726K 0.43%
2,949
-561
56
$723K 0.42%
+13,978
57
$683K 0.4%
12,785
+6,982
58
$675K 0.4%
+9,218
59
$672K 0.39%
4,846
+305
60
$664K 0.39%
+7,985
61
$656K 0.38%
8,534
-2,617
62
$654K 0.38%
+11,029
63
$647K 0.38%
9,039
-5,486
64
$645K 0.38%
+34,553
65
$637K 0.37%
+38,209
66
$635K 0.37%
13,256
-10,354
67
$631K 0.37%
+7,298
68
$607K 0.36%
+21,450
69
$596K 0.35%
+7,779
70
$595K 0.35%
69,400
+33,650
71
$580K 0.34%
68,145
-36,600
72
$566K 0.33%
32,418
+3,660
73
$546K 0.32%
1,403,800
+226,440
74
$545K 0.32%
16,363
+7,909
75
$538K 0.32%
16,256
+237
1 2
3
4 5