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
$316M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$11.5M
3
+$11.5M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.18M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.16M

Top Sells

1
+$14.8M
2
+$13M
3
+$12.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$7.61M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.36M

Sector Composition

1 Consumer Discretionary 4.36%
2 Technology 3.34%
3 Healthcare 2.64%
4 Communication Services 2.52%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$334K 0.11%
+3,516
127
$333K 0.11%
+4,273
128
$332K 0.1%
+7,944
129
$332K 0.1%
6,017
+4
130
$331K 0.1%
+7,603
131
$330K 0.1%
6,789
-8,754
132
$327K 0.1%
2,939
-6,290
133
$325K 0.1%
3,952
-51
134
$320K 0.1%
+13,374
135
$318K 0.1%
+10,326
136
$317K 0.1%
+4,846
137
$313K 0.1%
3,148
-207
138
$301K 0.1%
3,682
+212
139
$300K 0.09%
+5,385
140
$299K 0.09%
2,306
-310
141
$295K 0.09%
12,416
-1,095
142
$289K 0.09%
+11,166
143
$280K 0.09%
12,149
-5,325
144
$277K 0.09%
3,389
-983
145
$270K 0.09%
+9,080
146
$255K 0.08%
+15,617
147
$251K 0.08%
3,219
+24
148
$246K 0.08%
2,375
-4,067
149
$246K 0.08%
6,420
-3,741
150
$244K 0.08%
7,551
-8,610
4 5
6
7 8