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
$330M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.65M
3
+$2.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.69M
5
ULTA icon
Ulta Beauty
ULTA
+$1.23M

Top Sells

1
+$11.5M
2
+$11.5M
3
+$5.44M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.8M

Sector Composition

1 Consumer Discretionary 4.97%
2 Communication Services 4.47%
3 Technology 4.37%
4 Healthcare 3.96%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$403K 0.12%
9,382
+381
127
$399K 0.12%
4,530
+931
128
$397K 0.12%
+14,826
129
$395K 0.12%
4,743
+21
130
$393K 0.12%
16,157
+695
131
$392K 0.12%
22,186
+6,569
132
$390K 0.12%
+4,838
133
$388K 0.12%
6,850
+358
134
$386K 0.12%
4,954
+297
135
$386K 0.12%
3,186
-384
136
$383K 0.12%
+7,410
137
$381K 0.12%
+9,104
138
$378K 0.11%
+9,454
139
$376K 0.11%
+29,916
140
$375K 0.11%
+6,217
141
$373K 0.11%
63,515
+23,035
142
$370K 0.11%
+3,267
143
$369K 0.11%
+12,435
144
$368K 0.11%
+3,059
145
$367K 0.11%
+8,111
146
$366K 0.11%
+1,927
147
$364K 0.11%
5,099
148
$361K 0.11%
+5,535
149
$360K 0.11%
+15,396
150
$360K 0.11%
2,514
+1,085
4 5
6
7 8