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
$336M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1 +$3.3M
2 +$1.56M
3 +$1.36M
4
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$1.27M
5
ANET icon
Arista Networks
ANET
+$1.16M

Top Sells

1 +$1.72M
2 +$1.26M
3 +$1.14M
4
CBOE icon
Cboe Global Markets
CBOE
+$986K
5
CTXS
Citrix Systems Inc
CTXS
+$953K

Sector Composition

1 Financials 7.35%
2 Technology 5.7%
3 Consumer Discretionary 4.77%
4 Industrials 3.2%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$251K 0.07%
+7,894
202
$245K 0.07%
+23,409
203
$244K 0.07%
3,428
-7,151
204
$243K 0.07%
2,748
-98
205
$242K 0.07%
7,008
+36
206
$237K 0.07%
+3,649
207
$237K 0.07%
+8,300
208
$234K 0.07%
1,528
-1,239
209
$233K 0.07%
+8,094
210
$232K 0.07%
+1,984
211
$232K 0.07%
+3,566
212
$231K 0.07%
+3,206
213
$229K 0.07%
2,724
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214
$228K 0.07%
3,826
215
$225K 0.07%
+2,445
216
$224K 0.07%
+13,158
217
$223K 0.07%
8,851
218
$221K 0.07%
+5,743
219
$220K 0.07%
+4,482
220
$219K 0.07%
13,671
221
$215K 0.06%
+11,985
222
$214K 0.06%
+7,902
223
$213K 0.06%
+2,320
224
$213K 0.06%
+14,494
225
$208K 0.06%
+11,835