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
$316M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$11.5M
3
+$11.5M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.18M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.16M

Top Sells

1
+$14.8M
2
+$13M
3
+$12.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$7.61M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.36M

Sector Composition

1 Consumer Discretionary 4.36%
2 Technology 3.34%
3 Healthcare 2.64%
4 Communication Services 2.52%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$696K 0.22%
+3,645
52
$689K 0.22%
6,245
+8
53
$675K 0.21%
4,465
-3,952
54
$666K 0.21%
10,621
-5,946
55
$654K 0.21%
22,099
+5,108
56
$645K 0.2%
724,520
+46,120
57
$643K 0.2%
6,743
+604
58
$636K 0.2%
10,733
+88
59
$632K 0.2%
17,519
-32,840
60
$620K 0.2%
+9,897
61
$619K 0.2%
4,640
-4,282
62
$616K 0.19%
9,242
-815
63
$607K 0.19%
4,868
-118
64
$602K 0.19%
+6,880
65
$599K 0.19%
2,886
-763
66
$592K 0.19%
20,020
+10,816
67
$592K 0.19%
25,944
+5,067
68
$588K 0.19%
+45,000
69
$569K 0.18%
+35,787
70
$569K 0.18%
7,789
+1,778
71
$561K 0.18%
8,693
+534
72
$555K 0.18%
13,370
-3,811
73
$541K 0.17%
11,584
+4,046
74
$541K 0.17%
+17,471
75
$532K 0.17%
7,040
-4,243
1 2
3
4 5