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
$308M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$11M
3
+$7.55M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.05M
5
SBNY
Signature Bank
SBNY
+$1.68M

Top Sells

1
+$3.3M
2
+$3.17M
3
+$1.81M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.69M
5
KBWD icon
Invesco KBW High Dividend Yield Financial ETF
KBWD
+$1.5M

Sector Composition

1 Consumer Discretionary 5.46%
2 Industrials 3.66%
3 Healthcare 3.47%
4 Communication Services 3.46%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-3,944
202
– –
-33,349
203
– –
-4,666
204
– –
-4,885
205
– –
-7,886
206
– –
-9,758
207
– –
-5,683
208
– –
-22,285
209
– –
-13,590
210
– –
-2,350
211
– –
-117,550
212
– –
-6,275
213
– –
-4,818
214
– –
-5,753
215
– –
-10,910
216
– –
-7,699
217
– –
-14,631
218
– –
-8,751
219
– –
-10,465
220
– –
-8,113
221
– –
-12,689
222
– –
-4,340
223
– –
-10,438
224
– –
-20,454
225
– –
-7,985
6 7 8
9
10