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
$308M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11M
3
+$7.61M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.03M
5
SBNY
Signature Bank
SBNY
+$1.71M

Top Sells

1
+$3.3M
2
+$3.17M
3
+$1.81M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.69M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.44M

Sector Composition

1 Consumer Discretionary 5.46%
2 Industrials 3.66%
3 Healthcare 3.47%
4 Communication Services 3.46%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$966K 0.31%
8,943
+897
52
$896K 0.29%
10,817
+4,589
53
$881K 0.29%
5,899
+415
54
$850K 0.28%
16,392
-1,244
55
$822K 0.27%
+11,283
56
$801K 0.26%
10,913
-175
57
$788K 0.26%
+15,543
58
$785K 0.25%
10,323
-2,392
59
$770K 0.25%
8,624
+4,745
60
$748K 0.24%
21,643
-3,212
61
$737K 0.24%
+13,530
62
$722K 0.23%
17,181
+11,121
63
$710K 0.23%
+3,649
64
$709K 0.23%
+21,605
65
$703K 0.23%
10,645
+2,202
66
$701K 0.23%
+18,668
67
$698K 0.23%
+7,531
68
$698K 0.23%
+7,688
69
$687K 0.22%
17,769
+3,052
70
$669K 0.22%
+14,234
71
$663K 0.22%
14,238
-7,079
72
$660K 0.21%
6,237
-111
73
$655K 0.21%
+11,948
74
$653K 0.21%
+11,401
75
$649K 0.21%
+5,198
1 2
3
4 5