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
$203M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.42M
3
+$2.38M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.15M

Top Sells

1
+$4.63M
2
+$3.85M
3
+$1.92M
4
TRIP icon
TripAdvisor
TRIP
+$1.38M
5
KMX icon
CarMax
KMX
+$1.31M

Sector Composition

1 Healthcare 5.61%
2 Consumer Discretionary 5.47%
3 Technology 5.44%
4 Financials 4.55%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$625K 0.31%
32,568
+150
77
$607K 0.3%
16,081
-175
78
$598K 0.29%
7,107
+606
79
$598K 0.29%
16,239
+25
80
$585K 0.29%
8,171
+4,325
81
$561K 0.28%
+7,553
82
$536K 0.26%
10,386
+132
83
$529K 0.26%
4,238
-103
84
$511K 0.25%
621
-410
85
$509K 0.25%
9,451
+555
86
$481K 0.24%
25,954
+15,750
87
$473K 0.23%
4,037
-122
88
$460K 0.23%
+8,743
89
$460K 0.23%
4,953
-2,826
90
$456K 0.22%
+11,537
91
$456K 0.22%
5,426
+278
92
$455K 0.22%
+1,880
93
$449K 0.22%
11,446
-18,646
94
$445K 0.22%
+2,758
95
$427K 0.21%
4,658
-17
96
$421K 0.21%
15,838
-34
97
$420K 0.21%
8,552
-482
98
$413K 0.2%
5,881
+2,517
99
$410K 0.2%
+13,212
100
$368K 0.18%
+6,608
2 3
4
5 6