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
$333M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.14M
3
+$1.89M
4
NTES icon
NetEase
NTES
+$1.79M
5
ALK icon
Alaska Air
ALK
+$1.33M

Top Sells

1
+$1.24M
2
+$1.12M
3
+$1.1M
4
WSM icon
Williams-Sonoma
WSM
+$965K
5
LNC icon
Lincoln National
LNC
+$930K

Sector Composition

1 Consumer Discretionary 6.57%
2 Healthcare 5.33%
3 Technology 5.28%
4 Financials 3.82%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.34%
10,532
+967
52
$1.11M 0.33%
30,363
+28
53
$1.07M 0.32%
17,515
-6,469
54
$1.06M 0.32%
49,590
+216
55
$1.04M 0.31%
43,752
-25,560
56
$1.02M 0.31%
8,487
+2,377
57
$1.01M 0.3%
10,316
-3,273
58
$979K 0.29%
14,784
+1,847
59
$947K 0.28%
10,929
-235
60
$942K 0.28%
21,903
+26
61
$884K 0.27%
5,028
+23
62
$883K 0.26%
8,417
+5,801
63
$862K 0.26%
7,922
+255
64
$808K 0.24%
89,422
+2,483
65
$805K 0.24%
26,604
-9,012
66
$798K 0.24%
20,100
-9,728
67
$796K 0.24%
11,885
+2,730
68
$784K 0.24%
29,634
+234
69
$779K 0.23%
+10,831
70
$769K 0.23%
4,978
-3,686
71
$764K 0.23%
12,129
-2,928
72
$763K 0.23%
+5,153
73
$757K 0.23%
29,619
+1,482
74
$756K 0.23%
+5,451
75
$756K 0.23%
6,737
+1,184
1 2
3
4 5