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
$336M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.56M
3
+$1.36M
4
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$1.27M
5
ANET icon
Arista Networks
ANET
+$1.16M

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.14M
4
CBOE icon
Cboe Global Markets
CBOE
+$986K
5
CTXS
Citrix Systems Inc
CTXS
+$953K

Sector Composition

1 Financials 7.35%
2 Technology 5.7%
3 Consumer Discretionary 4.77%
4 Industrials 3.2%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$578K 0.17%
54,630
-9,780
102
$577K 0.17%
10,811
+1,614
103
$576K 0.17%
+3,128
104
$573K 0.17%
+8,865
105
$565K 0.17%
+20,350
106
$560K 0.17%
25,943
-1,712
107
$547K 0.16%
10,617
-1,244
108
$544K 0.16%
+8,216
109
$544K 0.16%
6,903
-1,416
110
$543K 0.16%
+15,251
111
$539K 0.16%
6,333
+753
112
$530K 0.16%
+23,979
113
$516K 0.15%
+6,556
114
$515K 0.15%
+14,595
115
$512K 0.15%
+7,518
116
$503K 0.15%
+12,747
117
$502K 0.15%
8,079
+1,891
118
$497K 0.15%
3,401
+946
119
$489K 0.15%
+10,323
120
$479K 0.14%
5,998
+389
121
$471K 0.14%
+3,795
122
$468K 0.14%
4,327
+30
123
$459K 0.14%
20,765
+5,578
124
$455K 0.14%
+4,339
125
$453K 0.14%
+15,672
3 4
5
6 7