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
$273M
AUM Growth
-$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.54M
3
+$1.11M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.02M
5
AGN
Allergan Inc
AGN
+$983K

Top Sells

1
+$6.77M
2
+$4.81M
3
+$2.24M
4
INVN
Invensense Inc
INVN
+$1.21M
5
BABS
SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF
BABS
+$1.09M

Sector Composition

1 Technology 6.08%
2 Healthcare 4.06%
3 Communication Services 3.71%
4 Consumer Discretionary 3.39%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$415K 0.15%
+5,129
102
$415K 0.15%
17,592
-2,478
103
$415K 0.15%
+6,217
104
$414K 0.15%
+2,766
105
$413K 0.15%
+10,570
106
$412K 0.15%
+1,245
107
$411K 0.15%
4,717
+111
108
$410K 0.15%
8,961
+461
109
$410K 0.15%
+2,874
110
$409K 0.15%
+12,113
111
$408K 0.15%
+9,534
112
$408K 0.15%
+3,673
113
$407K 0.15%
+6,708
114
$405K 0.15%
4,314
+358
115
$402K 0.15%
+9,810
116
$401K 0.15%
3,266
+338
117
$400K 0.15%
+6,832
118
$398K 0.15%
2,719
+125
119
$397K 0.15%
39,615
+2,235
120
$395K 0.14%
+7,798
121
$393K 0.14%
6,757
+233
122
$392K 0.14%
+16,824
123
$390K 0.14%
3,514
-3,606
124
$390K 0.14%
+3,840
125
$380K 0.14%
+2,880
3 4
5
6 7