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
$450M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1 +$1.86M
2 +$1.51M
3 +$1.5M
4
ULTA icon
Ulta Beauty
ULTA
+$1.23M
5
RHI icon
Robert Half
RHI
+$1.22M

Sector Composition

1 Technology 6.21%
2 Healthcare 5.79%
3 Consumer Discretionary 4.76%
4 Financials 4.72%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.1M 0.24%
105,298
+1,798
77
$1.08M 0.24%
50,811
+9,621
78
$1.06M 0.24%
21,375
+8,193
79
$1.05M 0.23%
12,623
+6,850
80
$1.01M 0.23%
15,237
+60
81
$1M 0.22%
58,592
+1,181
82
$1M 0.22%
+43,630
83
$988K 0.22%
4,026
+2,164
84
$965K 0.21%
+18,622
85
$963K 0.21%
8,947
-2,189
86
$946K 0.21%
15,473
+9,779
87
$945K 0.21%
8,139
+4,394
88
$939K 0.21%
14,397
+11,278
89
$925K 0.21%
10,880
+1,160
90
$923K 0.21%
+5,742
91
$917K 0.2%
+34,575
92
$915K 0.2%
5,736
+1,479
93
$895K 0.2%
+7,965
94
$881K 0.2%
24,098
+10,319
95
$874K 0.19%
15,033
-889
96
$873K 0.19%
10,556
+189
97
$869K 0.19%
8,808
-468
98
$857K 0.19%
10,117
+902
99
$845K 0.19%
+21,935
100
$844K 0.19%
19,328
+12,240