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
$333M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.14M
3
+$1.89M
4
NTES icon
NetEase
NTES
+$1.79M
5
ALK icon
Alaska Air
ALK
+$1.33M

Top Sells

1
+$1.24M
2
+$1.12M
3
+$1.1M
4
WSM icon
Williams-Sonoma
WSM
+$965K
5
LNC icon
Lincoln National
LNC
+$930K

Sector Composition

1 Consumer Discretionary 6.57%
2 Healthcare 5.33%
3 Technology 5.28%
4 Financials 3.82%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$314K 0.09%
3,770
-17
152
$309K 0.09%
11,246
+3,076
153
$306K 0.09%
7,605
+7
154
$302K 0.09%
9,500
155
$289K 0.09%
6,548
+22
156
$286K 0.09%
+2,772
157
$285K 0.09%
3,791
-175
158
$285K 0.09%
3,308
+30
159
$278K 0.08%
3,567
+48
160
$273K 0.08%
+4,936
161
$272K 0.08%
7,516
-12,570
162
$255K 0.08%
+9,810
163
$252K 0.08%
1,083
164
$249K 0.07%
3,952
+2
165
$247K 0.07%
4,394
+3
166
$244K 0.07%
4,884
+1
167
$243K 0.07%
3,620
-16
168
$239K 0.07%
2,642
-5
169
$232K 0.07%
2,952
170
$231K 0.07%
4,436
+20
171
$230K 0.07%
28,270
-72,630
172
$230K 0.07%
2,404
173
$229K 0.07%
+10,540
174
$228K 0.07%
4,101
+302
175
$216K 0.06%
+2,641
5 6
7
8 9