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JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.68B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$11M
3
+$7.55M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.05M
5
SBNY
Signature Bank
SBNY
+$1.68M

Top Sells

1
+$3.3M
2
+$3.17M
3
+$1.81M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.69M
5
KBWD icon
Invesco KBW High Dividend Yield Financial ETF
KBWD
+$1.5M

Sector Composition

1 Consumer Discretionary 5.46%
2 Industrials 3.66%
3 Healthcare 3.47%
4 Communication Services 3.46%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$134K 0.04%
23,476
-2,199
177
$106K 0.03%
10,444
+7
178
$14K ﹤0.01%
29,054
179
– –
-3,287
180
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-12,225
181
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-8,714
182
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-4,625
183
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-8,784
184
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185
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-102,396
186
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-1,844
187
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-2,291
188
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-17,840
189
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-4,666
190
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-4,436
191
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-4,403
192
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-19,955
193
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-3,650
194
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-7,825
195
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-2,641
196
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-12,296
197
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-114,884
198
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-2,642
199
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-22,783
200
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-13,590
6 7
8
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