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
$171M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$4.06M
3
+$1.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.81M
5
BIDU icon
Baidu
BIDU
+$1.57M

Top Sells

1
+$1.67M
2
+$1.11M
3
+$1.01M
4
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$906K
5
RMD icon
ResMed
RMD
+$866K

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 5.17%
3 Communication Services 4.49%
4 Financials 3.95%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$532K 0.31%
+1,031
77
$530K 0.31%
15,987
+782
78
$527K 0.31%
4,341
+1
79
$526K 0.31%
16,214
+48
80
$478K 0.28%
8,896
+1,772
81
$475K 0.28%
2,813
-144
82
$467K 0.27%
4,876
-1,225
83
$458K 0.27%
4,159
-3,423
84
$448K 0.26%
6,501
-63
85
$431K 0.25%
+10,254
86
$427K 0.25%
+5,871
87
$425K 0.25%
18,786
+62
88
$422K 0.25%
9,034
+446
89
$415K 0.24%
14,771
+131
90
$415K 0.24%
15,951
+61
91
$412K 0.24%
+7,208
92
$405K 0.24%
4,675
+92
93
$405K 0.24%
15,872
+3,699
94
$400K 0.23%
5,148
-7,910
95
$394K 0.23%
+23,475
96
$393K 0.23%
+4,299
97
$381K 0.22%
+3,907
98
$375K 0.22%
1,550
99
$365K 0.21%
+18,873
100
$357K 0.21%
+15,563
2 3
4
5 6