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
$907M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$831K
3
+$784K
4
KHC icon
Kraft Heinz
KHC
+$779K
5
IRM icon
Iron Mountain
IRM
+$726K

Top Sells

1
+$1.26M
2
+$717K
3
+$695K
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$693K
5
PNW icon
Pinnacle West Capital
PNW
+$691K

Sector Composition

1 Technology 12.95%
2 Consumer Discretionary 5.91%
3 Healthcare 3.8%
4 Financials 3.74%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.87M 0.21%
56,270
-11,348
77
$1.86M 0.2%
34,845
+249
78
$1.81M 0.2%
20,553
-521
79
$1.8M 0.2%
24,461
-147
80
$1.74M 0.19%
8,541
+382
81
$1.7M 0.19%
25,913
-852
82
$1.63M 0.18%
5,987
-43
83
$1.61M 0.18%
81,613
+19,488
84
$1.56M 0.17%
14,480
+109
85
$1.54M 0.17%
8,960
86
$1.49M 0.16%
29,789
-3,466
87
$1.48M 0.16%
15,992
-546
88
$1.47M 0.16%
25,534
-10,120
89
$1.43M 0.16%
17,260
+870
90
$1.38M 0.15%
13,953
-979
91
$1.36M 0.15%
30,294
+692
92
$1.34M 0.15%
28,126
+559
93
$1.33M 0.15%
11,307
+286
94
$1.31M 0.15%
6,607
+253
95
$1.31M 0.14%
2,322
+3
96
$1.29M 0.14%
6,976
+426
97
$1.25M 0.14%
29,770
-6,533
98
$1.25M 0.14%
12,386
-1,790
99
$1.21M 0.13%
3,202
+32
100
$1.19M 0.13%
13,396
-3,625
2 3
4
5 6