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
$450M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.51M
3
+$1.5M
4
ULTA icon
Ulta Beauty
ULTA
+$1.23M
5
RHI icon
Robert Half
RHI
+$1.22M

Top Sells

1
+$5.18M
2
+$2.89M
3
+$1.97M
4
AMAT icon
Applied Materials
AMAT
+$1.72M
5
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$1.26M

Sector Composition

1 Technology 6.21%
2 Healthcare 5.79%
3 Consumer Discretionary 4.76%
4 Financials 4.72%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$843K 0.19%
+6,285
102
$829K 0.18%
17,629
-832
103
$823K 0.18%
+46,617
104
$818K 0.18%
15,766
+8,052
105
$810K 0.18%
29,290
+19,701
106
$802K 0.18%
+1,960
107
$789K 0.18%
+4,732
108
$780K 0.17%
+10,457
109
$774K 0.17%
+4,730
110
$773K 0.17%
27,425
-5,870
111
$763K 0.17%
11,394
-8,850
112
$750K 0.17%
5,661
-2,083
113
$749K 0.17%
+36,223
114
$744K 0.17%
+18,680
115
$742K 0.16%
3,043
-680
116
$740K 0.16%
11,334
+6,602
117
$734K 0.16%
+26,467
118
$729K 0.16%
45,255
+1,315
119
$727K 0.16%
7,273
+3,367
120
$719K 0.16%
5,463
+2,370
121
$714K 0.16%
17,449
+5,429
122
$707K 0.16%
6,377
-41
123
$706K 0.16%
20,616
-4,416
124
$696K 0.15%
22,866
+2,616
125
$695K 0.15%
13,186
+560
3 4
5
6 7