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
$333M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.14M
3
+$1.89M
4
NTES icon
NetEase
NTES
+$1.79M
5
ALK icon
Alaska Air
ALK
+$1.33M

Top Sells

1
+$1.24M
2
+$1.12M
3
+$1.1M
4
WSM icon
Williams-Sonoma
WSM
+$965K
5
LNC icon
Lincoln National
LNC
+$930K

Sector Composition

1 Consumer Discretionary 6.57%
2 Healthcare 5.33%
3 Technology 5.28%
4 Financials 3.82%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$467K 0.14%
+16,576
127
$465K 0.14%
+16,988
128
$462K 0.14%
+5,627
129
$460K 0.14%
3,910
-218
130
$456K 0.14%
80,370
+23,010
131
$453K 0.14%
16,388
+5,553
132
$451K 0.14%
+23,426
133
$449K 0.13%
2,637
+65
134
$448K 0.13%
+6,364
135
$446K 0.13%
13,683
+5,757
136
$444K 0.13%
+17,088
137
$440K 0.13%
3,450
+1,470
138
$428K 0.13%
14,327
139
$413K 0.12%
984
140
$396K 0.12%
9,188
+106
141
$372K 0.11%
7,974
+100
142
$370K 0.11%
4,424
-3,891
143
$370K 0.11%
4,658
-1,823
144
$360K 0.11%
2,346
+11
145
$355K 0.11%
+8,553
146
$346K 0.1%
12,892
+107
147
$341K 0.1%
5,739
+8
148
$340K 0.1%
14,985
149
$340K 0.1%
5,046
150
$318K 0.1%
4,065
+38
4 5
6
7 8