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
$330M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.65M
3
+$2.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.69M
5
ULTA icon
Ulta Beauty
ULTA
+$1.23M

Top Sells

1
+$11.5M
2
+$11.5M
3
+$5.44M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.8M

Sector Composition

1 Consumer Discretionary 4.97%
2 Communication Services 4.47%
3 Technology 4.37%
4 Healthcare 3.96%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$308K 0.09%
3,152
+4
177
$308K 0.09%
12,082
-334
178
$305K 0.09%
10,625
-5,075
179
$297K 0.09%
6,268
+1,380
180
$279K 0.08%
9,902
+1,602
181
$268K 0.08%
3,388
+172
182
$264K 0.08%
+1,894
183
$263K 0.08%
8,636
+1,756
184
$257K 0.08%
24,810
-18,654
185
$256K 0.08%
+9,502
186
$256K 0.08%
6,735
+972
187
$256K 0.08%
3,335
-1,861
188
$250K 0.08%
+10,425
189
$247K 0.07%
1,733
-1,020
190
$245K 0.07%
2,867
-815
191
$244K 0.07%
+5,144
192
$237K 0.07%
1,559
-1,145
193
$237K 0.07%
2,226
-1,169
194
$232K 0.07%
3,491
-2,168
195
$231K 0.07%
+1,104
196
$227K 0.07%
2,369
-6
197
$221K 0.07%
6,784
-18
198
$220K 0.07%
+7,050
199
$213K 0.06%
833
+17
200
$212K 0.06%
2,296
6 7
8
9 10