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
$907M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$831K
3
+$784K
4
KHC icon
Kraft Heinz
KHC
+$779K
5
IRM icon
Iron Mountain
IRM
+$726K

Top Sells

1
+$1.26M
2
+$717K
3
+$695K
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$693K
5
PNW icon
Pinnacle West Capital
PNW
+$691K

Sector Composition

1 Technology 12.95%
2 Consumer Discretionary 5.91%
3 Healthcare 3.8%
4 Financials 3.74%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$478K 0.05%
3,271
-2,799
202
$477K 0.05%
4,922
+24
203
$471K 0.05%
+19,643
204
$470K 0.05%
114,154
+77,461
205
$468K 0.05%
11,411
-9,144
206
$463K 0.05%
27,429
+373
207
$462K 0.05%
3,852
+692
208
$461K 0.05%
2,607
-342
209
$453K 0.05%
4,208
-2,373
210
$448K 0.05%
12,815
-40
211
$448K 0.05%
886
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212
$446K 0.05%
12,249
+3,523
213
$446K 0.05%
6,218
+495
214
$439K 0.05%
+15,383
215
$437K 0.05%
1,740
-37
216
$433K 0.05%
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217
$433K 0.05%
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218
$430K 0.05%
5,720
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219
$427K 0.05%
5,658
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220
$425K 0.05%
10,698
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221
$424K 0.05%
11,362
-691
222
$422K 0.05%
+21,500
223
$417K 0.05%
15,222
+365
224
$415K 0.05%
6,028
+113
225
$413K 0.05%
10,898
7 8
9
10 11