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
$308M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11M
3
+$7.61M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.03M
5
SBNY
Signature Bank
SBNY
+$1.71M

Top Sells

1
+$3.3M
2
+$3.17M
3
+$1.81M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.69M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.44M

Sector Composition

1 Consumer Discretionary 5.46%
2 Industrials 3.66%
3 Healthcare 3.47%
4 Communication Services 3.46%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$356K 0.12%
5,515
-485
127
$354K 0.11%
7,744
-108
128
$353K 0.11%
+3,355
129
$352K 0.11%
+4,372
130
$352K 0.11%
+1,566
131
$350K 0.11%
7,538
+32
132
$348K 0.11%
+5,279
133
$346K 0.11%
6,278
-2,908
134
$340K 0.11%
5,099
135
$340K 0.11%
1,657
-301
136
$334K 0.11%
6,013
-1,069
137
$328K 0.11%
+38,829
138
$327K 0.11%
66,440
-25,155
139
$326K 0.11%
+9,653
140
$326K 0.11%
3,700
-1,926
141
$326K 0.11%
11,007
-337
142
$323K 0.1%
+8,584
143
$323K 0.1%
+2,616
144
$319K 0.1%
+3,592
145
$318K 0.1%
4,003
+11
146
$317K 0.1%
6,375
-968
147
$316K 0.1%
6,496
-361
148
$311K 0.1%
+2,179
149
$307K 0.1%
+4,554
150
$307K 0.1%
11,456
-14,298
4 5
6
7 8