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
$280M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.53M
3
+$1.31M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
INVN
Invensense Inc
INVN
+$1.21M

Top Sells

1
+$2.83M
2
+$1.53M
3
+$1.29M
4
TSN icon
Tyson Foods
TSN
+$1.24M
5
MLCO icon
Melco Resorts & Entertainment
MLCO
+$1.07M

Sector Composition

1 Technology 5.7%
2 Consumer Discretionary 4%
3 Financials 3.68%
4 Industrials 3.53%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$866K 0.31%
+25,311
52
$865K 0.31%
+5,174
53
$841K 0.3%
12,296
-3,700
54
$789K 0.28%
+8,242
55
$788K 0.28%
23,306
+8,924
56
$784K 0.28%
23,790
+8,881
57
$782K 0.28%
7,144
+666
58
$780K 0.28%
+4,491
59
$778K 0.28%
+25,173
60
$777K 0.28%
+15,322
61
$774K 0.28%
31,330
+20,828
62
$769K 0.27%
+6,580
63
$766K 0.27%
13,348
-404
64
$751K 0.27%
3,344
+585
65
$746K 0.27%
+7,120
66
$742K 0.26%
+9,215
67
$737K 0.26%
+13,057
68
$728K 0.26%
+15,328
69
$728K 0.26%
6,530
+3,539
70
$718K 0.26%
12,152
+5,566
71
$715K 0.26%
15,229
+6,723
72
$663K 0.24%
8,375
-12,834
73
$655K 0.23%
12,164
+7,454
74
$623K 0.22%
19,033
+27
75
$622K 0.22%
8,250
+4,997
1 2
3
4 5