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
$273M
AUM Growth
-$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.54M
3
+$1.11M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.02M
5
AGN
Allergan Inc
AGN
+$983K

Top Sells

1
+$6.77M
2
+$4.81M
3
+$2.24M
4
INVN
Invensense Inc
INVN
+$1.21M
5
BABS
SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF
BABS
+$1.09M

Sector Composition

1 Technology 6.08%
2 Healthcare 4.06%
3 Communication Services 3.71%
4 Consumer Discretionary 3.39%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$333K 0.12%
5,220
-77
152
$332K 0.12%
27,005
-540
153
$331K 0.12%
5,085
+353
154
$331K 0.12%
4,985
+34
155
$330K 0.12%
+2,717
156
$327K 0.12%
3,412
+40
157
$325K 0.12%
6,131
-789
158
$316K 0.12%
6,808
-76
159
$315K 0.12%
7,807
-3,843
160
$313K 0.11%
9,390
-27,144
161
$311K 0.11%
+10,741
162
$297K 0.11%
7,749
+6
163
$296K 0.11%
2,543
-40
164
$281K 0.1%
2,759
-312
165
$281K 0.1%
7,927
166
$272K 0.1%
10,456
-20,874
167
$265K 0.1%
+13,000
168
$259K 0.1%
3,251
-4,999
169
$258K 0.09%
1,423
+32
170
$256K 0.09%
4,928
+403
171
$248K 0.09%
3,120
+3
172
$245K 0.09%
+531,040
173
$238K 0.09%
3,870
174
$238K 0.09%
8,876
+4
175
$238K 0.09%
7,881
-6,591
5 6
7
8 9