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
$203M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.42M
3
+$2.38M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.15M

Top Sells

1
+$4.63M
2
+$3.85M
3
+$1.92M
4
TRIP icon
TripAdvisor
TRIP
+$1.38M
5
KMX icon
CarMax
KMX
+$1.31M

Sector Composition

1 Healthcare 5.61%
2 Consumer Discretionary 5.47%
3 Technology 5.44%
4 Financials 4.55%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$367K 0.18%
3,415
-278
102
$367K 0.18%
8,595
+2,322
103
$366K 0.18%
1,884
-4,481
104
$356K 0.18%
+2,680
105
$352K 0.17%
13,540
+268
106
$351K 0.17%
4,673
-237
107
$351K 0.17%
+5,546
108
$349K 0.17%
6,508
+284
109
$347K 0.17%
8,592
-1,720
110
$346K 0.17%
+3,008
111
$345K 0.17%
15,940
+693
112
$344K 0.17%
+8,752
113
$344K 0.17%
2,432
-65
114
$343K 0.17%
4,355
-628
115
$337K 0.17%
4,148
+233
116
$335K 0.17%
+3,988
117
$335K 0.17%
3,682
+499
118
$332K 0.16%
2,357
+140
119
$330K 0.16%
4,048
-102
120
$327K 0.16%
6,574
+604
121
$326K 0.16%
+4,322
122
$325K 0.16%
6,968
+571
123
$324K 0.16%
+2,114
124
$323K 0.16%
+10,685
125
$323K 0.16%
+3,101
3 4
5
6 7