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
$280M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.53M
3
+$1.31M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
INVN
Invensense Inc
INVN
+$1.21M

Top Sells

1
+$2.83M
2
+$1.53M
3
+$1.29M
4
TSN icon
Tyson Foods
TSN
+$1.24M
5
MLCO icon
Melco Resorts & Entertainment
MLCO
+$1.07M

Sector Composition

1 Technology 5.7%
2 Consumer Discretionary 4%
3 Financials 3.68%
4 Industrials 3.53%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$481K 0.17%
+12,946
102
$475K 0.17%
+31,088
103
$468K 0.17%
+14,472
104
$451K 0.16%
+14,325
105
$432K 0.15%
5,027
-171
106
$430K 0.15%
14,545
+385
107
$411K 0.15%
+13,956
108
$406K 0.14%
+8,682
109
$406K 0.14%
4,606
-8,186
110
$393K 0.14%
+3,356
111
$393K 0.14%
+17,010
112
$393K 0.14%
+8,500
113
$392K 0.14%
+7,625
114
$392K 0.14%
2,977
-3,599
115
$391K 0.14%
6,879
-3,419
116
$390K 0.14%
+3,348
117
$387K 0.14%
+9,570
118
$386K 0.14%
+14,343
119
$385K 0.14%
6,156
-20,585
120
$384K 0.14%
+8,431
121
$384K 0.14%
+12,243
122
$383K 0.14%
3,956
-671
123
$381K 0.14%
317
-579
124
$380K 0.14%
3,050
+137
125
$379K 0.14%
+6,524
3 4
5
6 7