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
$336M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.56M
3
+$1.36M
4
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$1.27M
5
ANET icon
Arista Networks
ANET
+$1.16M

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.14M
4
CBOE icon
Cboe Global Markets
CBOE
+$986K
5
CTXS
Citrix Systems Inc
CTXS
+$953K

Sector Composition

1 Financials 7.35%
2 Technology 5.7%
3 Consumer Discretionary 4.77%
4 Industrials 3.2%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$382K 0.11%
6,552
-4,045
152
$381K 0.11%
+7,108
153
$381K 0.11%
+10,716
154
$375K 0.11%
+1,837
155
$370K 0.11%
+12,930
156
$366K 0.11%
+5,028
157
$361K 0.11%
+7,303
158
$360K 0.11%
3,123
-52
159
$359K 0.11%
+11,286
160
$354K 0.11%
+1,520
161
$353K 0.11%
+4,165
162
$353K 0.11%
+7,029
163
$353K 0.11%
6,107
+184
164
$351K 0.1%
2,960
+13
165
$351K 0.1%
+7,437
166
$349K 0.1%
3,633
-5,956
167
$347K 0.1%
+6,589
168
$342K 0.1%
+1,994
169
$340K 0.1%
+3,270
170
$339K 0.1%
+9,111
171
$337K 0.1%
2,876
+188
172
$334K 0.1%
+7,912
173
$334K 0.1%
+2,885
174
$333K 0.1%
+6,096
175
$332K 0.1%
+6,160
5 6
7
8 9