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
$273M
AUM Growth
-$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.54M
3
+$1.11M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.02M
5
AGN
Allergan Inc
AGN
+$983K

Top Sells

1
+$6.77M
2
+$4.81M
3
+$2.24M
4
INVN
Invensense Inc
INVN
+$1.21M
5
BABS
SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF
BABS
+$1.09M

Sector Composition

1 Technology 6.08%
2 Healthcare 4.06%
3 Communication Services 3.71%
4 Consumer Discretionary 3.39%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$376K 0.14%
5,662
-5,910
127
$369K 0.14%
+21,678
128
$369K 0.14%
5,721
+2,088
129
$367K 0.13%
2,612
+3
130
$364K 0.13%
+2,910
131
$363K 0.13%
+3,568
132
$362K 0.13%
6,449
-224
133
$360K 0.13%
14,004
-944
134
$354K 0.13%
5,120
+48
135
$354K 0.13%
4,251
-362
136
$352K 0.13%
4,715
-7
137
$351K 0.13%
8,630
-18
138
$349K 0.13%
4,978
-1,197
139
$347K 0.13%
+3,938
140
$345K 0.13%
8,779
+2,304
141
$344K 0.13%
7,912
-7,416
142
$343K 0.13%
4,376
+1
143
$342K 0.13%
1,442
+82
144
$341K 0.13%
3,027
-23
145
$340K 0.12%
4,066
+20
146
$339K 0.12%
2,797
-262
147
$337K 0.12%
+7,689
148
$336K 0.12%
+4,436
149
$334K 0.12%
+10,301
150
$334K 0.12%
4,281
-344
4 5
6
7 8