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
$330M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.65M
3
+$2.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.69M
5
ULTA icon
Ulta Beauty
ULTA
+$1.23M

Top Sells

1
+$11.5M
2
+$11.5M
3
+$5.44M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.8M

Sector Composition

1 Consumer Discretionary 4.97%
2 Communication Services 4.47%
3 Technology 4.37%
4 Healthcare 3.96%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$686K 0.21%
+4,965
77
$676K 0.2%
37,055
+11,065
78
$673K 0.2%
9,764
-133
79
$673K 0.2%
+6,273
80
$668K 0.2%
+13,894
81
$667K 0.2%
+41,611
82
$647K 0.2%
6,175
-568
83
$635K 0.19%
20,173
-5,609
84
$627K 0.19%
7,005
+125
85
$626K 0.19%
36,507
+720
86
$622K 0.19%
10,008
-725
87
$621K 0.19%
+19,849
88
$602K 0.18%
3,645
89
$600K 0.18%
45,629
+629
90
$598K 0.18%
+22,967
91
$592K 0.18%
45,611
+27,413
92
$583K 0.18%
7,798
+771
93
$581K 0.18%
15,863
-14,338
94
$578K 0.18%
2,601
+194
95
$545K 0.17%
10,016
+5,830
96
$533K 0.16%
5,515
+1
97
$532K 0.16%
14,860
+5,780
98
$532K 0.16%
6,903
-4,108
99
$529K 0.16%
9,522
+372
100
$526K 0.16%
+11,773
2 3
4
5 6