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
$308M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11M
3
+$7.61M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.03M
5
SBNY
Signature Bank
SBNY
+$1.71M

Top Sells

1
+$3.3M
2
+$3.17M
3
+$1.81M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.69M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.44M

Sector Composition

1 Consumer Discretionary 5.46%
2 Industrials 3.66%
3 Healthcare 3.47%
4 Communication Services 3.46%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$306K 0.1%
+17,754
152
$304K 0.1%
7,940
-15,088
153
$292K 0.09%
+2,842
154
$290K 0.09%
10,058
+2,242
155
$288K 0.09%
1,519
-833
156
$276K 0.09%
13,511
-1,474
157
$267K 0.09%
+6,209
158
$263K 0.09%
+2,118
159
$261K 0.08%
3,470
-321
160
$254K 0.08%
+3,763
161
$253K 0.08%
2,953
-1,604
162
$240K 0.08%
+3,195
163
$240K 0.08%
11,414
-67,296
164
$239K 0.08%
9,204
-3,904
165
$238K 0.08%
+7,802
166
$235K 0.08%
4,075
-27
167
$235K 0.08%
3,362
+100
168
$231K 0.08%
5,580
-1,300
169
$229K 0.07%
2,405
170
$227K 0.07%
1,305
-4,757
171
$225K 0.07%
+28,330
172
$223K 0.07%
+1,751
173
$214K 0.07%
+3,620
174
$207K 0.07%
+3,965
175
$202K 0.07%
816
-760
5 6
7
8 9