JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.42M
3
+$2.38M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.15M

Top Sells

1
+$4.63M
2
+$3.85M
3
+$1.92M
4
TRIP icon
TripAdvisor
TRIP
+$1.38M
5
KMX icon
CarMax
KMX
+$1.31M

Sector Composition

1 Healthcare 5.61%
2 Consumer Discretionary 5.47%
3 Technology 5.44%
4 Financials 4.55%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-2,397
202
– –
-14,771
203
– –
-5,288
204
– –
-1,403,800
205
– –
-68,145
206
– –
-7,208
207
– –
-23,475
208
– –
-3,133
209
– –
-18,153
210
– –
-4,526
211
– –
-5,045
212
– –
-3,907
213
– –
-3,824
214
– –
-3,820
215
– –
-6,337
216
– –
-26,646
217
– –
-38,209
218
– –
-3,560
219
– –
-4,299
220
– –
-21,847
221
– –
-15,951
222
– –
-2,949
223
– –
-7,985
5 6 7 8
9