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
$330M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.65M
3
+$2.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.69M
5
ULTA icon
Ulta Beauty
ULTA
+$1.23M

Top Sells

1
+$11.5M
2
+$11.5M
3
+$5.44M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.8M

Sector Composition

1 Consumer Discretionary 4.97%
2 Communication Services 4.47%
3 Technology 4.37%
4 Healthcare 3.96%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$359K 0.11%
+3,103
152
$358K 0.11%
+6,057
153
$358K 0.11%
+3,016
154
$358K 0.11%
+2,256
155
$357K 0.11%
2,781
-1,476
156
$357K 0.11%
+4,846
157
$354K 0.11%
+5,433
158
$351K 0.11%
+3,860
159
$351K 0.11%
+2,486
160
$347K 0.11%
10,554
+16
161
$345K 0.1%
+16,180
162
$343K 0.1%
10,314
-6,375
163
$341K 0.1%
+4,290
164
$341K 0.1%
+4,726
165
$339K 0.1%
4,990
+2,198
166
$339K 0.1%
4,000
+48
167
$338K 0.1%
11,363
-6,108
168
$335K 0.1%
+10,790
169
$333K 0.1%
+2,891
170
$327K 0.1%
4,511
+1,826
171
$321K 0.1%
+16,709
172
$319K 0.1%
2,968
-26,094
173
$317K 0.1%
9,708
-10,312
174
$316K 0.1%
6,167
+150
175
$312K 0.09%
+9,348
5 6
7
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