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
$316M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$11.5M
3
+$11.5M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$5.18M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.16M

Top Sells

1
+$14.8M
2
+$13M
3
+$12.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$7.61M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.36M

Sector Composition

1 Consumer Discretionary 4.36%
2 Technology 3.34%
3 Healthcare 2.64%
4 Communication Services 2.52%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$237K 0.07%
3,216
-146
152
$236K 0.07%
+4,888
153
$235K 0.07%
+7,700
154
$233K 0.07%
+18,198
155
$232K 0.07%
1,312
+7
156
$225K 0.07%
816
157
$225K 0.07%
+3,588
158
$222K 0.07%
+7,764
159
$221K 0.07%
+8,300
160
$220K 0.07%
+18,105
161
$219K 0.07%
+3,125
162
$216K 0.07%
+5,231
163
$215K 0.07%
2,296
-1,969
164
$215K 0.07%
4,186
-3,558
165
$213K 0.07%
1,429
-750
166
$212K 0.07%
6,643
-4,364
167
$212K 0.07%
5,763
-5,348
168
$209K 0.07%
+6,880
169
$208K 0.07%
+161
170
$208K 0.07%
+6,802
171
$208K 0.07%
40,480
-25,960
172
$207K 0.07%
9,039
-12,555
173
$205K 0.06%
2,678
-12,643
174
$202K 0.06%
2,792
-1,762
175
$202K 0.06%
4,235
-2,140
5 6
7
8 9