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
$203M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.42M
3
+$2.38M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.15M

Top Sells

1
+$4.63M
2
+$3.85M
3
+$1.92M
4
TRIP icon
TripAdvisor
TRIP
+$1.38M
5
KMX icon
CarMax
KMX
+$1.31M

Sector Composition

1 Healthcare 5.61%
2 Consumer Discretionary 5.47%
3 Technology 5.44%
4 Financials 4.55%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$323K 0.16%
2,783
-33,152
127
$323K 0.16%
9,804
+481
128
$322K 0.16%
+4,725
129
$322K 0.16%
+2,764
130
$321K 0.16%
17,400
+1,480
131
$321K 0.16%
5,487
+231
132
$320K 0.16%
4,254
+162
133
$319K 0.16%
+7,330
134
$319K 0.16%
+14,672
135
$318K 0.16%
+2,489
136
$318K 0.16%
2,902
+27
137
$314K 0.15%
3,777
+324
138
$314K 0.15%
3,427
+235
139
$313K 0.15%
+5,892
140
$307K 0.15%
4,927
+15
141
$306K 0.15%
4,207
+313
142
$305K 0.15%
+6,164
143
$304K 0.15%
1,189
+122
144
$303K 0.15%
+6,125
145
$302K 0.15%
+5,203
146
$300K 0.15%
+1,700
147
$299K 0.15%
1,306
+112
148
$297K 0.15%
2,602
+38
149
$290K 0.14%
+2,670
150
$289K 0.14%
7,551
-8,436
4 5
6
7 8