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
$280M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.53M
3
+$1.31M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
INVN
Invensense Inc
INVN
+$1.21M

Top Sells

1
+$2.83M
2
+$1.53M
3
+$1.29M
4
TSN icon
Tyson Foods
TSN
+$1.24M
5
MLCO icon
Melco Resorts & Entertainment
MLCO
+$1.07M

Sector Composition

1 Technology 5.7%
2 Consumer Discretionary 4%
3 Financials 3.68%
4 Industrials 3.53%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$363K 0.13%
3,059
+143
152
$362K 0.13%
3,071
+332
153
$359K 0.13%
4,049
+252
154
$359K 0.13%
2,236
-27
155
$351K 0.13%
4,722
-47
156
$348K 0.12%
+9,839
157
$344K 0.12%
3,762
-4,112
158
$343K 0.12%
5,971
+949
159
$343K 0.12%
+1,360
160
$333K 0.12%
27,545
+3,825
161
$331K 0.12%
2,583
+40
162
$328K 0.12%
4,951
+13
163
$327K 0.12%
6,356
+2,265
164
$320K 0.11%
3,372
+239
165
$318K 0.11%
4,046
+9
166
$314K 0.11%
7,743
+180
167
$314K 0.11%
+7,927
168
$309K 0.11%
2,609
+4
169
$306K 0.11%
11,451
+84
170
$287K 0.1%
6,884
+251
171
$259K 0.09%
3,117
172
$258K 0.09%
+3,633
173
$253K 0.09%
+6,475
174
$251K 0.09%
+16,236
175
$251K 0.09%
10,720
+178
5 6
7
8 9