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
$273M
AUM Growth
-$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.54M
3
+$1.11M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.02M
5
AGN
Allergan Inc
AGN
+$983K

Top Sells

1
+$6.77M
2
+$4.81M
3
+$2.24M
4
INVN
Invensense Inc
INVN
+$1.21M
5
BABS
SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF
BABS
+$1.09M

Sector Composition

1 Technology 6.08%
2 Healthcare 4.06%
3 Communication Services 3.71%
4 Consumer Discretionary 3.39%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$478K 0.18%
+6,778
77
$468K 0.17%
+6,120
78
$459K 0.17%
4,907
-847
79
$456K 0.17%
6,176
-566
80
$454K 0.17%
+23,783
81
$449K 0.16%
+12,165
82
$448K 0.16%
13,323
-3,245
83
$448K 0.16%
+6,483
84
$445K 0.16%
+11,306
85
$445K 0.16%
+9,330
86
$442K 0.16%
+6,051
87
$438K 0.16%
+6,809
88
$437K 0.16%
12,951
-1,042
89
$434K 0.16%
+14,766
90
$431K 0.16%
6,230
-1,307
91
$431K 0.16%
4,122
-4,120
92
$426K 0.16%
+20,278
93
$425K 0.16%
+5,829
94
$424K 0.16%
+11,232
95
$424K 0.16%
3,592
-170
96
$424K 0.16%
+6,815
97
$421K 0.15%
+4,457
98
$421K 0.15%
+8,038
99
$418K 0.15%
+11,403
100
$416K 0.15%
4,944
-1,392
2 3
4
5 6