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
$330M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.65M
3
+$2.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.69M
5
ULTA icon
Ulta Beauty
ULTA
+$1.23M

Top Sells

1
+$11.5M
2
+$11.5M
3
+$5.44M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.8M

Sector Composition

1 Consumer Discretionary 4.97%
2 Communication Services 4.47%
3 Technology 4.37%
4 Healthcare 3.96%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$859K 0.26%
+13,475
52
$843K 0.26%
76,453
+31,138
53
$840K 0.25%
8,935
+384
54
$831K 0.25%
10,499
+5,147
55
$826K 0.25%
+13,342
56
$812K 0.25%
+8,024
57
$804K 0.24%
+10,135
58
$778K 0.24%
+15,104
59
$770K 0.23%
+29,346
60
$769K 0.23%
+19,618
61
$753K 0.23%
8,907
+2,117
62
$750K 0.23%
48,250
-8,490
63
$745K 0.23%
+10,128
64
$728K 0.22%
6,324
+79
65
$725K 0.22%
+25,482
66
$724K 0.22%
17,616
+97
67
$721K 0.22%
4,362
-103
68
$712K 0.22%
+4,896
69
$712K 0.22%
+9,682
70
$710K 0.22%
+11,070
71
$709K 0.21%
9,274
+1,485
72
$706K 0.21%
39,090
-7,965
73
$702K 0.21%
+27,254
74
$702K 0.21%
+63,216
75
$700K 0.21%
+6,621
1 2
3
4 5