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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
$316M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$11.5M
3
+$11.5M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.81M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.81M

Top Sells

1
+$14.8M
2
+$13M
3
+$12.2M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$7.61M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.36M

Sector Composition

1 Consumer Discretionary 4.36%
2 Technology 3.34%
3 Healthcare 2.64%
4 Communication Services 2.52%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$200K 0.06%
2,685
-8,132
177
$200K 0.06%
+2,434
178
$174K 0.06%
+7,561
179
$164K 0.05%
+13,671
180
$121K 0.04%
23,762
+286
181
$105K 0.03%
10,451
+7
182
$46K 0.01%
+16,225
183
$17K 0.01%
29,054
184
– –
-8,568
185
– –
-2,953
186
– –
-3,336
187
– –
-5,515
188
– –
-11,456
189
– –
-24,199
190
– –
-1,751
191
– –
-14,238
192
– –
-4,093
193
– –
-6,209
194
– –
-7,688
195
– –
-14,706
196
– –
-9,653
197
– –
-6,109
198
– –
-23,734
199
– –
-13,871
200
– –
-7,923
6 7
8
9 10