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
$907M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$831K
3
+$784K
4
KHC icon
Kraft Heinz
KHC
+$779K
5
IRM icon
Iron Mountain
IRM
+$726K

Top Sells

1
+$1.26M
2
+$717K
3
+$695K
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$693K
5
PNW icon
Pinnacle West Capital
PNW
+$691K

Sector Composition

1 Technology 12.95%
2 Consumer Discretionary 5.91%
3 Healthcare 3.8%
4 Financials 3.74%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$891K 0.1%
61,043
-1,493
127
$875K 0.1%
+12,539
128
$871K 0.1%
30,438
-18,009
129
$864K 0.1%
37,650
+19,950
130
$856K 0.09%
17,944
-4,728
131
$855K 0.09%
22,558
+204
132
$847K 0.09%
13,987
-17
133
$846K 0.09%
8,998
+999
134
$833K 0.09%
19,494
+7
135
$833K 0.09%
28,613
+500
136
$832K 0.09%
2,571
+164
137
$831K 0.09%
+3,662
138
$809K 0.09%
17,693
-815
139
$796K 0.09%
8,869
-46
140
$791K 0.09%
2,095
+57
141
$783K 0.09%
4,503
+14
142
$783K 0.09%
10,880
-2,353
143
$779K 0.09%
+23,146
144
$775K 0.09%
15,803
+9
145
$773K 0.09%
15,657
+4,103
146
$767K 0.08%
7,420
+35
147
$766K 0.08%
18,226
-8,031
148
$762K 0.08%
10,533
+81
149
$747K 0.08%
21,023
-2,607
150
$744K 0.08%
4,786
+55
4 5
6
7 8