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
$907M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$831K
3
+$784K
4
KHC icon
Kraft Heinz
KHC
+$779K
5
IRM icon
Iron Mountain
IRM
+$726K

Top Sells

1
+$1.26M
2
+$717K
3
+$695K
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$693K
5
PNW icon
Pinnacle West Capital
PNW
+$691K

Sector Composition

1 Technology 12.95%
2 Consumer Discretionary 5.91%
3 Healthcare 3.8%
4 Financials 3.74%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.14M 0.13%
15,129
+2,323
102
$1.09M 0.12%
11,840
+3
103
$1.08M 0.12%
7,115
-109
104
$1.08M 0.12%
6,917
-397
105
$1.07M 0.12%
20,821
-50
106
$1.07M 0.12%
6,958
-22
107
$1.07M 0.12%
20,483
108
$1.07M 0.12%
21,228
-10,953
109
$1.05M 0.12%
65,740
-1,408
110
$1.05M 0.12%
7,102
+30
111
$1.03M 0.11%
21,236
+797
112
$1.03M 0.11%
17,703
-2,609
113
$1.02M 0.11%
20,299
-25,061
114
$1.02M 0.11%
22,062
-63
115
$1.02M 0.11%
3,797
+2,085
116
$1.02M 0.11%
9,140
+30
117
$1.01M 0.11%
51,538
-21,969
118
$1M 0.11%
7,251
-75
119
$985K 0.11%
24,017
+239
120
$985K 0.11%
15,214
-1,109
121
$977K 0.11%
22,041
+1,408
122
$962K 0.11%
5,706
-1,584
123
$932K 0.1%
45,867
+12,562
124
$912K 0.1%
22,320
+182
125
$907K 0.1%
33,506
+198
3 4
5
6 7