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
$308M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11M
3
+$7.61M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.03M
5
SBNY
Signature Bank
SBNY
+$1.71M

Top Sells

1
+$3.3M
2
+$3.17M
3
+$1.81M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.69M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.44M

Sector Composition

1 Consumer Discretionary 5.46%
2 Industrials 3.66%
3 Healthcare 3.47%
4 Communication Services 3.46%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$640K 0.21%
+23,194
77
$639K 0.21%
10,649
-8,228
78
$630K 0.2%
6,442
+589
79
$624K 0.2%
9,434
-2,981
80
$596K 0.19%
4,986
+1,282
81
$587K 0.19%
4,991
-3,749
82
$584K 0.19%
+6,684
83
$583K 0.19%
6,254
-2,268
84
$581K 0.19%
17,474
+63
85
$559K 0.18%
678,400
-158,400
86
$557K 0.18%
+16,161
87
$552K 0.18%
6,139
+300
88
$552K 0.18%
7,685
-8,840
89
$549K 0.18%
+3,397
90
$542K 0.18%
2,868
+859
91
$540K 0.18%
+8,706
92
$537K 0.17%
31,770
+210
93
$536K 0.17%
10,057
-698
94
$534K 0.17%
7,770
-646
95
$533K 0.17%
+981
96
$531K 0.17%
8,159
-14,512
97
$515K 0.17%
+31,025
98
$511K 0.17%
+8,568
99
$503K 0.16%
21,594
-1,347
100
$482K 0.16%
+3,336
2 3
4
5 6