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
$203M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.42M
3
+$2.38M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.15M

Top Sells

1
+$4.63M
2
+$3.85M
3
+$1.92M
4
TRIP icon
TripAdvisor
TRIP
+$1.38M
5
KMX icon
CarMax
KMX
+$1.31M

Sector Composition

1 Healthcare 5.61%
2 Consumer Discretionary 5.47%
3 Technology 5.44%
4 Financials 4.55%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20M 9.87%
194,158
+71,682
2
$9.78M 4.82%
265,547
+19,150
3
$8.71M 4.29%
187,984
+1,688
4
$8.63M 4.25%
369,254
+189,096
5
$7.45M 3.67%
80,223
+19,655
6
$7.42M 3.66%
110,556
+35,416
7
$6.17M 3.04%
147,642
+53,066
8
$5.21M 2.57%
75,709
-128
9
$4.5M 2.22%
82,450
+39,312
10
$4.19M 2.06%
104,482
+40,592
11
$4.14M 2.04%
163,097
+47,684
12
$4.13M 2.04%
81,810
+33,149
13
$3.38M 1.67%
33,394
+4,979
14
$3.3M 1.63%
31,076
+3,956
15
$2.91M 1.43%
40,725
+11,962
16
$2.81M 1.39%
33,349
+4,239
17
$2.69M 1.33%
144,004
+26,910
18
$2.49M 1.23%
75,130
-2,739
19
$2.25M 1.11%
12,117
-4,892
20
$2.21M 1.09%
39,127
+259
21
$2.13M 1.05%
24,162
-2,743
22
$2M 0.99%
100,016
+25,704
23
$1.93M 0.95%
91,492
+24,616
24
$1.75M 0.87%
31,484
+25,613
25
$1.66M 0.82%
9,350
-764
1
2 3 4 5