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
$316M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$11.5M
3
+$11.5M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.18M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.16M

Top Sells

1
+$14.8M
2
+$13M
3
+$12.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$7.61M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.36M

Sector Composition

1 Consumer Discretionary 4.36%
2 Technology 3.34%
3 Healthcare 2.64%
4 Communication Services 2.52%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$527K 0.17%
+18,308
77
$507K 0.16%
+7,027
78
$504K 0.16%
9,150
+5,185
79
$496K 0.16%
+8,312
80
$493K 0.16%
5,514
-740
81
$491K 0.16%
16,689
-135
82
$487K 0.15%
4,257
-5,211
83
$487K 0.15%
+45,315
84
$482K 0.15%
+2,063
85
$476K 0.15%
2,407
-461
86
$474K 0.15%
3,485
-7,667
87
$472K 0.15%
+37,727
88
$471K 0.15%
+11,193
89
$470K 0.15%
+25,990
90
$468K 0.15%
+6,790
91
$467K 0.15%
10,841
-7,827
92
$465K 0.15%
1,364
-2,489
93
$460K 0.15%
28,433
+10,679
94
$450K 0.14%
+8,700
95
$447K 0.14%
15,700
-74
96
$444K 0.14%
+4,326
97
$440K 0.14%
+14,278
98
$438K 0.14%
+27,704
99
$435K 0.14%
+25,000
100
$435K 0.14%
52,610
+24,280
2 3
4
5 6