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
$171M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$4.06M
3
+$1.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.81M
5
BIDU icon
Baidu
BIDU
+$1.57M

Top Sells

1
+$1.67M
2
+$1.11M
3
+$1.01M
4
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$906K
5
RMD icon
ResMed
RMD
+$866K

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 5.17%
3 Communication Services 4.49%
4 Financials 3.95%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$290K 0.17%
3,693
-392
127
$289K 0.17%
+6,224
128
$289K 0.17%
+3,133
129
$289K 0.17%
3,741
-35
130
$287K 0.17%
6,397
+776
131
$287K 0.17%
2,564
132
$286K 0.17%
+4,092
133
$286K 0.17%
+2,241
134
$286K 0.17%
2,875
-3,963
135
$285K 0.17%
+3,084
136
$284K 0.17%
6,526
-9,128
137
$284K 0.17%
4,331
-13
138
$284K 0.17%
+6,337
139
$282K 0.17%
4,912
+13
140
$279K 0.16%
3,453
+82
141
$279K 0.16%
+1,067
142
$277K 0.16%
6,093
-1,072
143
$275K 0.16%
+3,820
144
$273K 0.16%
3,183
-378
145
$269K 0.16%
15,920
-22,100
146
$268K 0.16%
+2,397
147
$268K 0.16%
3,192
+196
148
$268K 0.16%
5,256
+290
149
$262K 0.15%
6,273
+1,638
150
$257K 0.15%
2,413
-1,160
4 5
6
7 8