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
$280M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$1.53M
3 +$1.31M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
INVN
Invensense Inc
INVN
+$1.21M

Top Sells

1 +$2.83M
2 +$1.53M
3 +$1.29M
4
TSN icon
Tyson Foods
TSN
+$1.24M
5
MLCO icon
Melco Resorts & Entertainment
MLCO
+$1.07M

Sector Composition

1 Technology 5.7%
2 Consumer Discretionary 4%
3 Financials 3.68%
4 Industrials 3.53%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$605K 0.22%
8,021
+189
77
$590K 0.21%
29,562
+330
78
$581K 0.21%
15,921
-5
79
$562K 0.2%
+17,154
80
$551K 0.2%
4,219
81
$532K 0.19%
6,336
+982
82
$530K 0.19%
6,326
-4,288
83
$529K 0.19%
+11,650
84
$522K 0.19%
+24,606
85
$521K 0.19%
+16,568
86
$519K 0.19%
6,742
-124
87
$518K 0.18%
+5,754
88
$515K 0.18%
18,916
-21,033
89
$514K 0.18%
+9,114
90
$513K 0.18%
+7,179
91
$507K 0.18%
+6,305
92
$505K 0.18%
7,537
-2,369
93
$500K 0.18%
+9,532
94
$497K 0.18%
+6,880
95
$496K 0.18%
+9,171
96
$494K 0.18%
+15,047
97
$493K 0.18%
+2,967
98
$492K 0.18%
10,453
-3,989
99
$490K 0.17%
20,070
-8,696
100
$488K 0.17%
7,288
+1,122