JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.42M
3
+$2.38M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.15M

Top Sells

1
+$4.63M
2
+$3.85M
3
+$1.92M
4
TRIP icon
TripAdvisor
TRIP
+$1.38M
5
KMX icon
CarMax
KMX
+$1.31M

Sector Composition

1 Healthcare 5.61%
2 Consumer Discretionary 5.47%
3 Technology 5.44%
4 Financials 4.55%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-4,331
177
– –
-22,950
178
– –
-9,845
179
– –
-13,978
180
– –
-7,298
181
– –
-8,811
182
– –
-18,873
183
– –
-13,085
184
– –
-8,534
185
– –
-5,140
186
– –
-5,172
187
– –
-184,864
188
– –
-30,403
189
– –
-43,053
190
– –
-103,102
191
– –
-8,598
192
– –
-3,084
193
– –
-15,563
194
– –
-27,056
195
– –
-11,029
196
– –
-2,241
197
– –
-9,218
198
– –
-5,871
199
– –
-4,359
200
– –
-10,343
5 6 7
8
9