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
$268M
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.3M
3
+$1.63M
4
OPK icon
Opko Health
OPK
+$1.29M
5
HD icon
Home Depot
HD
+$1.16M

Top Sells

1
+$18.8M
2
+$11.7M
3
+$4.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.59M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.56M

Sector Composition

1 Consumer Discretionary 6.94%
2 Financials 4.54%
3 Industrials 4.33%
4 Technology 4.29%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$449K 0.17%
91,595
+11,225
102
$448K 0.17%
+6,228
103
$439K 0.16%
22,941
-485
104
$439K 0.16%
16,986
+598
105
$437K 0.16%
+3,570
106
$429K 0.16%
+7,886
107
$428K 0.16%
2,352
-199
108
$425K 0.16%
17,253
+4,361
109
$422K 0.16%
+12,296
110
$416K 0.16%
+10,146
111
$402K 0.15%
1,958
-3,152
112
$354K 0.13%
+10,910
113
$353K 0.13%
7,342
-4,636
114
$352K 0.13%
+7,699
115
$351K 0.13%
+7,825
116
$347K 0.13%
+4,557
117
$344K 0.13%
+6,000
118
$343K 0.13%
7,883
-91
119
$342K 0.13%
+4,436
120
$340K 0.13%
+7,852
121
$340K 0.13%
+6,857
122
$337K 0.13%
4,854
-1,885
123
$335K 0.12%
+2,673
124
$334K 0.12%
+7,343
125
$334K 0.12%
+1,576
3 4
5
6 7