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
$268M
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.3M
3
+$1.63M
4
OPK icon
Opko Health
OPK
+$1.29M
5
HD icon
Home Depot
HD
+$1.16M

Top Sells

1
+$18.8M
2
+$11.7M
3
+$4.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.59M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.56M

Sector Composition

1 Consumer Discretionary 6.94%
2 Financials 4.54%
3 Industrials 4.33%
4 Technology 4.29%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$644K 0.24%
4,666
+1,194
77
$635K 0.24%
+20,454
78
$623K 0.23%
3,287
-389
79
$597K 0.22%
+13,072
80
$596K 0.22%
6,275
-4,257
81
$570K 0.21%
8,416
+930
82
$565K 0.21%
5,853
-2,564
83
$551K 0.21%
17,411
+704
84
$545K 0.2%
6,935
+4,294
85
$526K 0.2%
31,560
-3,555
86
$516K 0.19%
+836,800
87
$515K 0.19%
8,443
-3
88
$509K 0.19%
19,390
+8,144
89
$506K 0.19%
4,625
+1,175
90
$503K 0.19%
4,623
-2,114
91
$495K 0.18%
5,683
-4,633
92
$489K 0.18%
9,186
93
$487K 0.18%
14,717
-5,383
94
$469K 0.17%
5,564
-12,203
95
$464K 0.17%
+10,755
96
$462K 0.17%
3,704
-485
97
$461K 0.17%
5,839
+603
98
$460K 0.17%
14,516
-2,060
99
$454K 0.17%
5,626
-5,303
100
$450K 0.17%
6,453
-644
2 3
4
5 6