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
$280M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.53M
3
+$1.31M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
INVN
Invensense Inc
INVN
+$1.21M

Top Sells

1
+$2.83M
2
+$1.53M
3
+$1.29M
4
TSN icon
Tyson Foods
TSN
+$1.24M
5
MLCO icon
Melco Resorts & Entertainment
MLCO
+$1.07M

Sector Composition

1 Technology 5.7%
2 Consumer Discretionary 4%
3 Financials 3.68%
4 Industrials 3.53%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$249K 0.09%
5,094
+18
177
$241K 0.09%
1,391
-9
178
$238K 0.08%
4,525
+3
179
$227K 0.08%
3,870
+6
180
$220K 0.08%
4,445
+1
181
$219K 0.08%
3,190
-583
182
$219K 0.08%
+3,015
183
$219K 0.08%
1,885
-7,731
184
$218K 0.08%
8,872
-2,320
185
$218K 0.08%
2,453
186
$216K 0.08%
+3,860
187
$216K 0.08%
4,356
+16
188
$215K 0.08%
+6,860
189
$214K 0.08%
4,391
190
$213K 0.08%
5,346
+51
191
$205K 0.07%
+3,302
192
$205K 0.07%
1,471
193
$201K 0.07%
+2,055
194
$201K 0.07%
+2,476
195
$179K 0.06%
+12,583
196
$177K 0.06%
1,000
197
$117K 0.04%
+21,880
198
$91K 0.03%
29,400
+7,400
199
$23K 0.01%
+21,880
200
– –
-11,333
6 7
8
9 10