JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.45M
3
+$1.2M
4
AVGO icon
Broadcom
AVGO
+$1.17M
5
INVN
Invensense Inc
INVN
+$1.09M

Top Sells

1
+$2.83M
2
+$1.53M
3
+$1.33M
4
TSN icon
Tyson Foods
TSN
+$1.24M
5
MLCO icon
Melco Resorts & Entertainment
MLCO
+$1.07M

Sector Composition

1 Technology 5.7%
2 Consumer Discretionary 4%
3 Financials 3.68%
4 Industrials 3.53%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-5,125
202
– –
-2,477
203
– –
-23,626
204
– –
-7,080
205
– –
-2,370
206
– –
-11,770
207
– –
-13,492
208
– –
-17,950
209
– –
-1,351
210
– –
-8,262
211
– –
-1,041
212
– –
-13,536
213
– –
-5,415
214
– –
-4,501
215
– –
-11,333
216
– –
-7,060
217
– –
-14,833
218
– –
-12,233
219
– –
-3,205
220
– –
-11,893
221
– –
-8,932
222
– –
-4,636
223
– –
-2,314
224
– –
-5,418
225
– –
-3,079
7 8
9
10 11