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
$336M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.56M
3
+$1.36M
4
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$1.27M
5
ANET icon
Arista Networks
ANET
+$1.16M

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.14M
4
CBOE icon
Cboe Global Markets
CBOE
+$986K
5
CTXS
Citrix Systems Inc
CTXS
+$953K

Sector Composition

1 Financials 7.35%
2 Technology 5.7%
3 Consumer Discretionary 4.77%
4 Industrials 3.2%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$331K 0.1%
8,091
-1,980
177
$329K 0.1%
3,916
-69
178
$329K 0.1%
+14,051
179
$325K 0.1%
+2,818
180
$324K 0.1%
+4,801
181
$320K 0.1%
8,080
182
$320K 0.1%
+4,621
183
$315K 0.09%
+9,184
184
$314K 0.09%
+5,564
185
$311K 0.09%
+2,220
186
$311K 0.09%
7,642
+50
187
$307K 0.09%
+2,842
188
$301K 0.09%
+3,874
189
$301K 0.09%
2,337
+22
190
$299K 0.09%
+2,266
191
$297K 0.09%
14,636
-9,116
192
$297K 0.09%
+4,060
193
$293K 0.09%
4,326
-2,953
194
$284K 0.08%
7,580
+220
195
$284K 0.08%
9,229
+55
196
$279K 0.08%
9,246
-4,289
197
$270K 0.08%
5,583
-6,445
198
$265K 0.08%
23,962
+13,497
199
$265K 0.08%
5,487
+725
200
$254K 0.08%
11,472
-97
6 7
8
9 10