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
$907M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$831K
3
+$784K
4
KHC icon
Kraft Heinz
KHC
+$779K
5
IRM icon
Iron Mountain
IRM
+$726K

Top Sells

1
+$1.26M
2
+$717K
3
+$695K
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$693K
5
PNW icon
Pinnacle West Capital
PNW
+$691K

Sector Composition

1 Technology 12.95%
2 Consumer Discretionary 5.91%
3 Healthcare 3.8%
4 Financials 3.74%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.65M 0.4%
66,848
-58
52
$3.52M 0.39%
101,341
-6,115
53
$2.98M 0.33%
59,675
-50
54
$2.94M 0.32%
27,994
-21
55
$2.87M 0.32%
17,478
+157
56
$2.78M 0.31%
17,628
+300
57
$2.72M 0.3%
48,522
+657
58
$2.7M 0.3%
6,813
+17
59
$2.64M 0.29%
22,480
-2,096
60
$2.6M 0.29%
15,349
+354
61
$2.59M 0.29%
28,694
+97
62
$2.48M 0.27%
8,483
-426
63
$2.46M 0.27%
32,376
-1
64
$2.46M 0.27%
23,865
-2,915
65
$2.44M 0.27%
17,789
66
$2.39M 0.26%
46,945
+383
67
$2.36M 0.26%
25,014
+20
68
$2.23M 0.25%
41,571
+1,758
69
$2.15M 0.24%
5,467
+347
70
$2.12M 0.23%
4,968
+84
71
$2.08M 0.23%
15,747
-406
72
$2.01M 0.22%
14,304
+715
73
$2M 0.22%
73,050
-100
74
$1.99M 0.22%
13,326
+2,471
75
$1.97M 0.22%
33,536
-745
1 2
3
4 5