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
$333M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.14M
3
+$1.89M
4
NTES icon
NetEase
NTES
+$1.79M
5
ALK icon
Alaska Air
ALK
+$1.33M

Top Sells

1
+$1.24M
2
+$1.12M
3
+$1.1M
4
WSM icon
Williams-Sonoma
WSM
+$965K
5
LNC icon
Lincoln National
LNC
+$930K

Sector Composition

1 Consumer Discretionary 6.57%
2 Healthcare 5.33%
3 Technology 5.28%
4 Financials 3.82%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$753K 0.23%
16,868
+10,027
77
$752K 0.23%
+16,783
78
$752K 0.23%
8,046
+1,317
79
$748K 0.22%
+6,925
80
$740K 0.22%
9,625
+4,554
81
$740K 0.22%
+6,956
82
$739K 0.22%
+24,230
83
$728K 0.22%
+18,161
84
$718K 0.22%
7,524
-5,639
85
$694K 0.21%
6,310
+946
86
$668K 0.2%
32,555
+21,122
87
$666K 0.2%
5,230
+1,268
88
$661K 0.2%
35,518
+100
89
$649K 0.19%
8,820
-44
90
$638K 0.19%
+16,038
91
$611K 0.18%
+20,207
92
$603K 0.18%
+8,938
93
$596K 0.18%
7,661
-10,687
94
$595K 0.18%
4,189
+861
95
$593K 0.18%
10,636
+3,539
96
$591K 0.18%
16,707
+4,450
97
$586K 0.18%
4,341
-1,310
98
$585K 0.18%
3,676
-1,552
99
$579K 0.17%
8,585
+2,441
100
$572K 0.17%
8,446
+967
2 3
4
5 6