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
$268M
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.3M
3
+$1.63M
4
OPK icon
Opko Health
OPK
+$1.29M
5
HD icon
Home Depot
HD
+$1.16M

Top Sells

1
+$18.8M
2
+$11.7M
3
+$4.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.59M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.56M

Sector Composition

1 Consumer Discretionary 6.94%
2 Financials 4.54%
3 Industrials 4.33%
4 Technology 4.29%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$882K 0.33%
8,046
+124
52
$876K 0.33%
12,715
+830
53
$855K 0.32%
5,232
+254
54
$846K 0.32%
+11,441
55
$842K 0.31%
22,016
+113
56
$819K 0.31%
65,540
-22,660
57
$817K 0.3%
17,636
-18,429
58
$798K 0.3%
+24,855
59
$773K 0.29%
+12,415
60
$772K 0.29%
11,088
+2,268
61
$768K 0.29%
12,272
-7,823
62
$751K 0.28%
+23,028
63
$748K 0.28%
10,058
+6,288
64
$731K 0.27%
8,113
+67
65
$711K 0.26%
+13,590
66
$702K 0.26%
+25,754
67
$699K 0.26%
10,438
+1,500
68
$685K 0.26%
17,840
+1,057
69
$682K 0.25%
+10,465
70
$675K 0.25%
6,348
+38
71
$674K 0.25%
8,522
+5,659
72
$672K 0.25%
+9,758
73
$665K 0.25%
+8,751
74
$663K 0.25%
5,484
+254
75
$656K 0.24%
+14,631
1 2
3
4 5