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
$203M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.42M
3
+$2.38M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.15M

Top Sells

1
+$4.63M
2
+$3.85M
3
+$1.92M
4
TRIP icon
TripAdvisor
TRIP
+$1.38M
5
KMX icon
CarMax
KMX
+$1.31M

Sector Composition

1 Healthcare 5.61%
2 Consumer Discretionary 5.47%
3 Technology 5.44%
4 Financials 4.55%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$282K 0.14%
2,442
+29
152
$277K 0.14%
5,159
+348
153
$267K 0.13%
3,336
-708
154
$259K 0.13%
5,430
-663
155
$249K 0.12%
7,485
+604
156
$246K 0.12%
2,733
-17
157
$244K 0.12%
6,528
-9,835
158
$237K 0.12%
+8,641
159
$232K 0.11%
1,481
-4,701
160
$227K 0.11%
1,083
-1,730
161
$223K 0.11%
3,144
+4
162
$220K 0.11%
+3,286
163
$216K 0.11%
1,207
+4
164
$211K 0.1%
+4,552
165
$210K 0.1%
+10,608
166
$209K 0.1%
+6,277
167
$204K 0.1%
4,492
-14,471
168
$203K 0.1%
+4,223
169
$202K 0.1%
+4,322
170
$201K 0.1%
+5,295
171
$197K 0.1%
1,000
172
– –
-9,845
173
– –
-13,978
174
– –
-7,298
175
– –
-8,811
5 6
7
8 9