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
$171M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$4.06M
3
+$1.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.81M
5
BIDU icon
Baidu
BIDU
+$1.57M

Top Sells

1
+$1.67M
2
+$1.11M
3
+$1.01M
4
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$906K
5
RMD icon
ResMed
RMD
+$866K

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 5.17%
3 Communication Services 4.49%
4 Financials 3.95%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$342K 0.2%
10,312
-425
102
$331K 0.19%
+4,983
103
$325K 0.19%
+4,044
104
$320K 0.19%
+13,085
105
$314K 0.18%
4,150
-106
106
$310K 0.18%
+8,500
107
$309K 0.18%
4,910
-851
108
$309K 0.18%
5,871
-7,291
109
$308K 0.18%
10,343
-1,478
110
$308K 0.18%
22,950
-90
111
$307K 0.18%
+4,359
112
$304K 0.18%
4,520
-90
113
$301K 0.18%
15,247
-2,623
114
$300K 0.18%
+8,598
115
$299K 0.18%
+13,272
116
$299K 0.18%
+3,824
117
$299K 0.18%
+2,497
118
$298K 0.17%
+3,560
119
$297K 0.17%
+3,894
120
$296K 0.17%
5,172
-197
121
$295K 0.17%
2,217
-62
122
$294K 0.17%
+4,526
123
$292K 0.17%
+3,915
124
$292K 0.17%
9,323
+2,713
125
$290K 0.17%
+5,140
3 4
5
6 7