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
$450M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.51M
3
+$1.5M
4
ULTA icon
Ulta Beauty
ULTA
+$1.23M
5
RHI icon
Robert Half
RHI
+$1.22M

Top Sells

1
+$5.18M
2
+$2.89M
3
+$1.97M
4
AMAT icon
Applied Materials
AMAT
+$1.72M
5
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$1.26M

Sector Composition

1 Technology 6.21%
2 Healthcare 5.79%
3 Consumer Discretionary 4.76%
4 Financials 4.72%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$558K 0.12%
17,020
+3,910
152
$556K 0.12%
+7,609
153
$553K 0.12%
5,608
+1,097
154
$550K 0.12%
12,337
+6,342
155
$548K 0.12%
+4,937
156
$545K 0.12%
11,412
-4,402
157
$545K 0.12%
+12,696
158
$543K 0.12%
3,803
+528
159
$537K 0.12%
5,725
+466
160
$524K 0.12%
8,378
+3,989
161
$523K 0.12%
3,875
-57
162
$519K 0.12%
87,680
-74,640
163
$519K 0.12%
4,704
-139
164
$512K 0.11%
4,215
-79
165
$502K 0.11%
2,912
-1,369
166
$494K 0.11%
6,440
+272
167
$491K 0.11%
+3,620
168
$489K 0.11%
3,241
+8
169
$487K 0.11%
13,841
+75
170
$486K 0.11%
39,061
-3,265
171
$476K 0.11%
15,496
+184
172
$475K 0.11%
+10,327
173
$470K 0.1%
5,037
-178
174
$466K 0.1%
5,593
-245
175
$466K 0.1%
7,073
-7,111
5 6
7
8 9