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
$450M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.51M
3
+$1.5M
4
ULTA icon
Ulta Beauty
ULTA
+$1.23M
5
RHI icon
Robert Half
RHI
+$1.22M

Top Sells

1
+$5.18M
2
+$2.89M
3
+$1.97M
4
AMAT icon
Applied Materials
AMAT
+$1.72M
5
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$1.26M

Sector Composition

1 Technology 6.21%
2 Healthcare 5.79%
3 Consumer Discretionary 4.76%
4 Financials 4.72%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$693K 0.15%
8,133
+1,181
127
$689K 0.15%
9,410
+6,179
128
$686K 0.15%
16,740
-14,991
129
$680K 0.15%
17,547
+8,318
130
$663K 0.15%
9,258
-1,842
131
$656K 0.15%
11,021
+14
132
$654K 0.15%
5,854
-1,941
133
$646K 0.14%
11,440
+820
134
$634K 0.14%
5,011
+1,868
135
$634K 0.14%
6,811
+19
136
$621K 0.14%
1,587
-110
137
$589K 0.13%
2,689
-809
138
$587K 0.13%
3,165
-205
139
$586K 0.13%
11,791
+2,112
140
$576K 0.13%
+12,448
141
$570K 0.13%
13,248
+3,536
142
$570K 0.13%
+5,185
143
$566K 0.13%
5,270
+27
144
$566K 0.13%
+2,613
145
$566K 0.13%
11,703
-1,001
146
$564K 0.13%
2,078
+247
147
$563K 0.13%
3,403
+94
148
$563K 0.13%
8,998
-5,262
149
$560K 0.12%
+10,761
150
$559K 0.12%
+13,310
4 5
6
7 8