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
$273M
AUM Growth
-$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.54M
3
+$1.11M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.02M
5
AGN
Allergan Inc
AGN
+$983K

Top Sells

1
+$6.77M
2
+$4.81M
3
+$2.24M
4
INVN
Invensense Inc
INVN
+$1.21M
5
BABS
SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF
BABS
+$1.09M

Sector Composition

1 Technology 6.08%
2 Healthcare 4.06%
3 Communication Services 3.71%
4 Consumer Discretionary 3.39%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$233K 0.09%
1,890
-6,425
177
$233K 0.09%
3,015
178
$223K 0.08%
4,391
179
$221K 0.08%
4,131
-2,225
180
$219K 0.08%
10,897
+177
181
$217K 0.08%
4,376
+20
182
$215K 0.08%
1,086
-2,258
183
$215K 0.08%
+6,705
184
$215K 0.08%
2,197
+312
185
$214K 0.08%
4,463
+18
186
$213K 0.08%
3,302
187
$213K 0.08%
1,461
-10
188
$210K 0.08%
+3,689
189
$210K 0.08%
2,454
+1
190
$209K 0.08%
6,130
-3,709
191
$206K 0.08%
5,753
+407
192
$205K 0.08%
3,190
193
$201K 0.07%
+1,797
194
$201K 0.07%
2,476
195
$156K 0.06%
11,452
-1,131
196
$153K 0.06%
23,338
+1,458
197
$127K 0.05%
1,000
198
$60K 0.02%
31,200
+1,800
199
$46K 0.02%
27,042
+5,162
200
– –
-9,171
6 7
8
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