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
$268M
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.3M
3
+$1.63M
4
OPK icon
Opko Health
OPK
+$1.29M
5
HD icon
Home Depot
HD
+$1.16M

Top Sells

1
+$18.8M
2
+$11.7M
3
+$4.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.59M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.56M

Sector Composition

1 Consumer Discretionary 6.94%
2 Financials 4.54%
3 Industrials 4.33%
4 Technology 4.29%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
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