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
$907M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$831K
3
+$784K
4
KHC icon
Kraft Heinz
KHC
+$779K
5
IRM icon
Iron Mountain
IRM
+$726K

Top Sells

1
+$1.26M
2
+$717K
3
+$695K
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$693K
5
PNW icon
Pinnacle West Capital
PNW
+$691K

Sector Composition

1 Technology 12.95%
2 Consumer Discretionary 5.91%
3 Healthcare 3.8%
4 Financials 3.74%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$591K 0.07%
+19,678
177
$576K 0.06%
17,372
+9,484
178
$571K 0.06%
25,341
+11,002
179
$568K 0.06%
3,391
-1,642
180
$566K 0.06%
4,685
-65
181
$559K 0.06%
5,783
+1,303
182
$554K 0.06%
20,245
-6,884
183
$548K 0.06%
7,141
-14
184
$540K 0.06%
9,438
+2,760
185
$539K 0.06%
18,794
+1,692
186
$534K 0.06%
21,142
-6,230
187
$532K 0.06%
5,830
-94
188
$524K 0.06%
+14,838
189
$521K 0.06%
2,508
+84
190
$512K 0.06%
27,520
-3,862
191
$511K 0.06%
7,361
-28
192
$510K 0.06%
29,458
193
$509K 0.06%
5,543
+70
194
$508K 0.06%
6,870
-10
195
$502K 0.06%
2,477
-65
196
$494K 0.05%
25,000
+6,802
197
$492K 0.05%
3,821
+108
198
$491K 0.05%
20,066
-81
199
$486K 0.05%
15,945
-898
200
$480K 0.05%
4,536
-1
6 7
8
9 10