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
$336M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.56M
3
+$1.36M
4
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$1.27M
5
ANET icon
Arista Networks
ANET
+$1.16M

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.14M
4
CBOE icon
Cboe Global Markets
CBOE
+$986K
5
CTXS
Citrix Systems Inc
CTXS
+$953K

Sector Composition

1 Financials 7.35%
2 Technology 5.7%
3 Consumer Discretionary 4.77%
4 Industrials 3.2%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$452K 0.13%
5,745
-1,027
127
$447K 0.13%
24,060
-3,720
128
$445K 0.13%
38,093
+17,512
129
$445K 0.13%
6,253
-13,398
130
$444K 0.13%
+5,004
131
$441K 0.13%
3,442
+1,016
132
$433K 0.13%
7,015
-10,657
133
$427K 0.13%
+6,403
134
$427K 0.13%
18,240
+2,880
135
$423K 0.13%
+12,311
136
$423K 0.13%
+8,230
137
$422K 0.13%
8,525
+343
138
$416K 0.12%
13,936
+5,152
139
$415K 0.12%
4,878
+26
140
$411K 0.12%
+96,503
141
$411K 0.12%
73,395
+10,175
142
$406K 0.12%
+17,438
143
$405K 0.12%
+5,391
144
$403K 0.12%
3,441
+720
145
$398K 0.12%
5,087
+1,364
146
$397K 0.12%
+3,509
147
$392K 0.12%
+15,921
148
$386K 0.12%
4,898
+2,183
149
$384K 0.11%
+8,050
150
$382K 0.11%
+8,095
4 5
6
7 8