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
$273M
AUM Growth
-$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.54M
3
+$1.11M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.02M
5
AGN
Allergan Inc
AGN
+$983K

Top Sells

1
+$6.77M
2
+$4.81M
3
+$2.24M
4
INVN
Invensense Inc
INVN
+$1.21M
5
BABS
SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF
BABS
+$1.09M

Sector Composition

1 Technology 6.08%
2 Healthcare 4.06%
3 Communication Services 3.71%
4 Consumer Discretionary 3.39%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$829K 0.3%
11,678
+5,886
52
$829K 0.3%
21,794
+84
53
$786K 0.29%
9,082
+2,756
54
$761K 0.28%
13,958
+1,806
55
$740K 0.27%
14,194
-3,526
56
$735K 0.27%
27,629
+16,178
57
$708K 0.26%
21,537
-7,298
58
$694K 0.25%
6,361
-783
59
$687K 0.25%
13,736
+8,642
60
$683K 0.25%
19,617
-5,556
61
$671K 0.25%
11,612
-1,445
62
$635K 0.23%
8,446
+425
63
$627K 0.23%
8,385
+10
64
$581K 0.21%
+9,529
65
$579K 0.21%
4,259
-4,403
66
$547K 0.2%
+6,142
67
$546K 0.2%
38,188
+21,952
68
$534K 0.2%
+6,096
69
$524K 0.19%
16,038
+117
70
$523K 0.19%
+8,745
71
$516K 0.19%
+21,936
72
$513K 0.19%
14,182
-9,987
73
$505K 0.19%
4,236
+17
74
$492K 0.18%
+7,221
75
$484K 0.18%
8,696
-6,626
1 2
3
4 5