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
$450M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1 +$1.86M
2 +$1.51M
3 +$1.5M
4
ULTA icon
Ulta Beauty
ULTA
+$1.23M
5
RHI icon
Robert Half
RHI
+$1.22M

Sector Composition

1 Technology 6.21%
2 Healthcare 5.79%
3 Consumer Discretionary 4.76%
4 Financials 4.72%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$456K 0.1%
9,946
+40
177
$455K 0.1%
+7,713
178
$453K 0.1%
2,762
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179
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180
$450K 0.1%
2,137
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181
$446K 0.1%
5,778
-5,949
182
$437K 0.1%
+2,004
183
$437K 0.1%
+6,986
184
$434K 0.1%
+9,952
185
$432K 0.1%
24,320
+2,809
186
$429K 0.1%
+5,138
187
$426K 0.09%
2,084
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188
$414K 0.09%
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189
$414K 0.09%
17,060
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190
$411K 0.09%
17,712
-4,179
191
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8,108
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192
$406K 0.09%
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193
$404K 0.09%
2,355
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194
$398K 0.09%
1,755
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195
$397K 0.09%
3,733
-118
196
$395K 0.09%
+27,108
197
$393K 0.09%
13,681
-218
198
$387K 0.09%
2,574
-1,875
199
$384K 0.09%
4,715
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200
$383K 0.09%
+5,478