JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.35M
3
+$2.03M
4
FL
Foot Locker
FL
+$1.61M
5
HD icon
Home Depot
HD
+$1.16M

Top Sells

1
+$20M
2
+$12.4M
3
+$4.83M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.69M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.69M

Sector Composition

1 Consumer Discretionary 6.94%
2 Financials 4.54%
3 Industrials 4.33%
4 Technology 4.29%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-13,683
177
– –
-1,083
178
– –
-6,625
179
– –
-2,812
180
– –
-3,352
181
– –
-4,658
182
– –
-19,609
183
– –
-6,012
184
– –
-5,142
185
– –
-6,956
186
– –
-32,555
187
– –
-16,868
188
– –
-7,524
189
– –
-728
190
– –
-29,619
191
– –
-29,634
192
– –
-6,534
193
– –
-3,746
194
– –
-17,515
195
– –
-46,679
196
– –
-10,418
197
– –
-17,088
198
– –
-14,784
199
– –
-7,544
200
– –
-3,620
6 7
8
9 10