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
$203M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.42M
3
+$2.38M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.15M

Top Sells

1
+$4.63M
2
+$3.85M
3
+$1.92M
4
TRIP icon
TripAdvisor
TRIP
+$1.38M
5
KMX icon
CarMax
KMX
+$1.31M

Sector Composition

1 Healthcare 5.61%
2 Consumer Discretionary 5.47%
3 Technology 5.44%
4 Financials 4.55%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$809K 0.4%
+36,152
52
$809K 0.4%
+24,549
53
$805K 0.4%
5,529
-351
54
$801K 0.39%
+6,992
55
$799K 0.39%
+25,064
56
$791K 0.39%
9,767
+728
57
$784K 0.39%
12,433
-352
58
$782K 0.39%
83,302
-31,615
59
$776K 0.38%
2,776
-1,668
60
$770K 0.38%
+15,307
61
$769K 0.38%
+15,253
62
$765K 0.38%
+11,753
63
$764K 0.38%
28,310
+9,524
64
$764K 0.38%
+7,721
65
$755K 0.37%
+89,500
66
$734K 0.36%
+9,028
67
$724K 0.36%
+16,497
68
$720K 0.35%
6,301
-1,956
69
$718K 0.35%
+12,503
70
$717K 0.35%
+56,420
71
$700K 0.35%
20,927
-523
72
$681K 0.34%
+11,107
73
$670K 0.33%
8,347
+4,606
74
$655K 0.32%
61,500
-7,900
75
$640K 0.32%
13,239
+6,713
1 2
3
4 5