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
$268M
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.3M
3
+$1.63M
4
OPK icon
Opko Health
OPK
+$1.29M
5
HD icon
Home Depot
HD
+$1.16M

Top Sells

1
+$18.8M
2
+$11.7M
3
+$4.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.59M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.56M

Sector Composition

1 Consumer Discretionary 6.94%
2 Financials 4.54%
3 Industrials 4.33%
4 Technology 4.29%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$276K 0.1%
3,791
152
$276K 0.1%
6,880
-2,308
153
$267K 0.1%
15,645
-12,986
154
$251K 0.09%
4,897
+503
155
$248K 0.09%
6,060
-21
156
$233K 0.09%
9,100
-1,440
157
$230K 0.09%
4,102
+1
158
$225K 0.08%
3,262
-46
159
$220K 0.08%
+7,816
160
$220K 0.08%
2,986
+34
161
$216K 0.08%
3,650
+750
162
$214K 0.08%
4,436
163
$214K 0.08%
2,642
164
$214K 0.08%
2,405
+1
165
$213K 0.08%
5,753
+14
166
$209K 0.08%
22,285
+3,898
167
$207K 0.08%
3,944
-8
168
$205K 0.08%
4,885
+1
169
$205K 0.08%
+4,169
170
$201K 0.07%
+3,623
171
$154K 0.06%
25,675
-1,929
172
$106K 0.04%
10,437
+7
173
$105K 0.04%
19,955
-69,467
174
$21K 0.01%
+12,225
175
$20K 0.01%
29,054
-3,000
5 6
7
8 9