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
$316M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$11.5M
3
+$11.5M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.18M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.16M

Top Sells

1
+$14.8M
2
+$13M
3
+$12.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$7.61M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.36M

Sector Composition

1 Consumer Discretionary 4.36%
2 Technology 3.34%
3 Healthcare 2.64%
4 Communication Services 2.52%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$426K 0.13%
+20,147
102
$414K 0.13%
3,215
-1,776
103
$408K 0.13%
+9,001
104
$405K 0.13%
+2,704
105
$405K 0.13%
5,352
-4,971
106
$386K 0.12%
3,570
+728
107
$384K 0.12%
4,722
+17
108
$382K 0.12%
4,657
-3,967
109
$372K 0.12%
2,753
-2,445
110
$365K 0.12%
+15,462
111
$361K 0.11%
+5,659
112
$361K 0.11%
+9,351
113
$360K 0.11%
+5,196
114
$360K 0.11%
+43,464
115
$358K 0.11%
+3,395
116
$357K 0.11%
7,221
+725
117
$352K 0.11%
5,099
118
$350K 0.11%
9,164
+1,224
119
$350K 0.11%
5,177
-3,529
120
$350K 0.11%
+6,492
121
$349K 0.11%
+4,122
122
$343K 0.11%
5,193
-2,577
123
$340K 0.11%
+3,599
124
$336K 0.11%
+7,095
125
$334K 0.11%
10,538
-7,231
3 4
5
6 7