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
$450M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.51M
3
+$1.5M
4
ULTA icon
Ulta Beauty
ULTA
+$1.23M
5
RHI icon
Robert Half
RHI
+$1.22M

Top Sells

1
+$5.18M
2
+$2.89M
3
+$1.97M
4
AMAT icon
Applied Materials
AMAT
+$1.72M
5
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$1.26M

Sector Composition

1 Technology 6.21%
2 Healthcare 5.79%
3 Consumer Discretionary 4.76%
4 Financials 4.72%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$382K 0.08%
+5,598
202
$369K 0.08%
7,604
-1,606
203
$368K 0.08%
+9,832
204
$366K 0.08%
+6,224
205
$362K 0.08%
4,840
-66
206
$362K 0.08%
8,012
-979
207
$358K 0.08%
+2,099
208
$357K 0.08%
+4,447
209
$356K 0.08%
6,275
+882
210
$350K 0.08%
9,059
+27
211
$349K 0.08%
+4,980
212
$343K 0.08%
34,087
+15,132
213
$343K 0.08%
+1,070
214
$339K 0.08%
11,019
-2,267
215
$336K 0.07%
6,868
+27
216
$335K 0.07%
1,599
-413
217
$333K 0.07%
14,970
+85
218
$325K 0.07%
652
-618
219
$324K 0.07%
2,036
220
$323K 0.07%
69,062
+5,633
221
$320K 0.07%
2,397
-102
222
$320K 0.07%
+12,022
223
$317K 0.07%
3,242
224
$316K 0.07%
+4,552
225
$314K 0.07%
+73,466
7 8
9
10 11