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
$907M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$831K
3
+$784K
4
KHC icon
Kraft Heinz
KHC
+$779K
5
IRM icon
Iron Mountain
IRM
+$726K

Top Sells

1
+$1.26M
2
+$717K
3
+$695K
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$693K
5
PNW icon
Pinnacle West Capital
PNW
+$691K

Sector Composition

1 Technology 12.95%
2 Consumer Discretionary 5.91%
3 Healthcare 3.8%
4 Financials 3.74%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$729K 0.08%
18,921
+3,172
152
$727K 0.08%
1,124
-303
153
$726K 0.08%
+12,213
154
$713K 0.08%
24,656
+6,285
155
$702K 0.08%
+3,373
156
$684K 0.08%
7,755
+132
157
$683K 0.08%
+5,391
158
$679K 0.07%
16,095
+1,541
159
$674K 0.07%
10,591
+195
160
$670K 0.07%
2,517
161
$660K 0.07%
+5,494
162
$660K 0.07%
20,060
163
$658K 0.07%
14,011
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164
$648K 0.07%
21,820
-12,317
165
$642K 0.07%
21,805
+5,145
166
$637K 0.07%
+11,520
167
$635K 0.07%
9,872
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168
$624K 0.07%
32,053
+217
169
$623K 0.07%
19,214
-3,970
170
$622K 0.07%
10,005
171
$618K 0.07%
12,303
+9
172
$605K 0.07%
3,022
+51
173
$601K 0.07%
2,267
+124
174
$600K 0.07%
1,792
-73
175
$596K 0.07%
5,799
+963
5 6
7
8 9