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
$308M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11M
3
+$7.61M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.03M
5
SBNY
Signature Bank
SBNY
+$1.71M

Top Sells

1
+$3.3M
2
+$3.17M
3
+$1.81M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.69M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.44M

Sector Composition

1 Consumer Discretionary 5.46%
2 Industrials 3.66%
3 Healthcare 3.47%
4 Communication Services 3.46%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$443K 0.14%
+16,824
102
$442K 0.14%
16,991
-262
103
$441K 0.14%
+6,011
104
$435K 0.14%
+4,093
105
$434K 0.14%
4,285
+1,400
106
$433K 0.14%
9,133
+1,197
107
$433K 0.14%
24,199
+8,554
108
$433K 0.14%
11,111
+3,365
109
$432K 0.14%
+14,706
110
$428K 0.14%
15,774
-3,616
111
$427K 0.14%
+20,877
112
$425K 0.14%
10,161
+1,768
113
$405K 0.13%
+4,953
114
$376K 0.12%
4,265
-171
115
$374K 0.12%
+4,393
116
$372K 0.12%
12,798
+788
117
$371K 0.12%
+6,331
118
$371K 0.12%
8,026
+143
119
$368K 0.12%
+5,894
120
$367K 0.12%
+6,084
121
$366K 0.12%
4,705
+1,719
122
$366K 0.12%
+7,923
123
$363K 0.12%
+15,944
124
$360K 0.12%
24,770
-40,770
125
$356K 0.12%
4,547
-307
3 4
5
6 7