JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$4.07M
3
+$1.83M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.76M
5
KMX icon
CarMax
KMX
+$1.32M

Top Sells

1
+$1.67M
2
+$1.13M
3
+$1.01M
4
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$906K
5
RMD icon
ResMed
RMD
+$866K

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 5.17%
3 Communication Services 4.49%
4 Financials 3.95%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$257K 0.15%
+1,194
152
$257K 0.15%
21,847
-4,789
153
$251K 0.15%
5,970
-9,856
154
$245K 0.14%
5,288
-1,016
155
$243K 0.14%
+2,750
156
$223K 0.13%
+3,364
157
$223K 0.13%
1,000
158
$222K 0.13%
9,845
-1,172
159
$218K 0.13%
3,846
-4,554
160
$216K 0.13%
13,876
-26,768
161
$213K 0.12%
1,203
-75
162
$211K 0.12%
+6,881
163
$209K 0.12%
+4,811
164
$206K 0.12%
3,140
-1,097
165
$178K 0.1%
+10,204
166
– –
-30,700
167
– –
-9,144
168
– –
-16,796
169
– –
-12,925
170
– –
-25,532
171
– –
-3,707
172
– –
-2,244
173
– –
-26,638
174
– –
-4,184
175
– –
-1,628
5 6
7
8 9