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
$450M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.51M
3
+$1.5M
4
ULTA icon
Ulta Beauty
ULTA
+$1.23M
5
RHI icon
Robert Half
RHI
+$1.22M

Top Sells

1
+$5.18M
2
+$2.89M
3
+$1.97M
4
AMAT icon
Applied Materials
AMAT
+$1.72M
5
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$1.26M

Sector Composition

1 Technology 6.21%
2 Healthcare 5.79%
3 Consumer Discretionary 4.76%
4 Financials 4.72%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.33%
106,477
+4,258
52
$1.45M 0.32%
13,946
-131
53
$1.41M 0.31%
121,395
+1,914
54
$1.39M 0.31%
10,962
+3,149
55
$1.35M 0.3%
135,377
-9,468
56
$1.33M 0.3%
92,425
-54
57
$1.33M 0.29%
10,627
+3,480
58
$1.32M 0.29%
12,052
-1,220
59
$1.32M 0.29%
109,260
+1,759
60
$1.3M 0.29%
13,615
+74
61
$1.28M 0.28%
9,360
+1,152
62
$1.23M 0.27%
+5,287
63
$1.23M 0.27%
25,349
+6,803
64
$1.22M 0.27%
+18,662
65
$1.21M 0.27%
11,580
+8,707
66
$1.21M 0.27%
3,611
+136
67
$1.19M 0.26%
21,060
+12,665
68
$1.17M 0.26%
20,872
-623
69
$1.17M 0.26%
17,716
+101
70
$1.17M 0.26%
27,980
+968
71
$1.16M 0.26%
+47,527
72
$1.15M 0.25%
71,216
+16,992
73
$1.12M 0.25%
12,131
+7,431
74
$1.1M 0.25%
10,941
+538
75
$1.1M 0.24%
+3,184
1 2
3
4 5