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
$336M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.56M
3
+$1.36M
4
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$1.27M
5
ANET icon
Arista Networks
ANET
+$1.16M

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.14M
4
CBOE icon
Cboe Global Markets
CBOE
+$986K
5
CTXS
Citrix Systems Inc
CTXS
+$953K

Sector Composition

1 Financials 7.35%
2 Technology 5.7%
3 Consumer Discretionary 4.77%
4 Industrials 3.2%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$733K 0.22%
44,411
-1,757
77
$723K 0.22%
13,882
+2,698
78
$715K 0.21%
4,176
+100
79
$697K 0.21%
24,243
-5,559
80
$694K 0.21%
9,971
-160
81
$675K 0.2%
46,853
+607
82
$670K 0.2%
+9,472
83
$666K 0.2%
10,638
-4,182
84
$661K 0.2%
+9,209
85
$659K 0.2%
46,800
+586
86
$652K 0.19%
+26,212
87
$650K 0.19%
20,147
+8,062
88
$649K 0.19%
+5,796
89
$648K 0.19%
20,179
+1,444
90
$646K 0.19%
4,007
-1,719
91
$640K 0.19%
4,358
-85
92
$636K 0.19%
13,772
+6,732
93
$618K 0.18%
5,350
+2,879
94
$612K 0.18%
4,462
-423
95
$609K 0.18%
+31,898
96
$608K 0.18%
+11,589
97
$597K 0.18%
+13,601
98
$588K 0.18%
+8,292
99
$585K 0.17%
+3,249
100
$578K 0.17%
3,579
+575
2 3
4
5 6