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
$330M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.65M
3
+$2.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.69M
5
ULTA icon
Ulta Beauty
ULTA
+$1.23M

Top Sells

1
+$11.5M
2
+$11.5M
3
+$5.44M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.8M

Sector Composition

1 Consumer Discretionary 4.97%
2 Communication Services 4.47%
3 Technology 4.37%
4 Healthcare 3.96%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$511K 0.15%
3,621
+406
102
$493K 0.15%
+7,372
103
$484K 0.15%
+4,651
104
$483K 0.15%
+2,517
105
$481K 0.15%
25,358
+358
106
$480K 0.15%
9,619
+2,398
107
$476K 0.14%
+5,670
108
$475K 0.14%
+4,557
109
$468K 0.14%
28,299
+595
110
$461K 0.14%
+14,898
111
$460K 0.14%
9,302
-9,862
112
$459K 0.14%
+8,307
113
$459K 0.14%
+8,268
114
$455K 0.14%
9,477
-1,364
115
$446K 0.14%
6,688
+1,842
116
$443K 0.13%
10,066
+902
117
$438K 0.13%
10,929
-2,441
118
$435K 0.13%
12,182
-2,096
119
$426K 0.13%
6,151
+974
120
$420K 0.13%
7,126
+1,741
121
$415K 0.13%
+5,205
122
$414K 0.13%
+5,077
123
$408K 0.12%
48,540
-4,070
124
$407K 0.12%
12,833
+6,190
125
$406K 0.12%
12,303
+154
3 4
5
6 7