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
$280M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.53M
3
+$1.31M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
INVN
Invensense Inc
INVN
+$1.21M

Top Sells

1
+$2.83M
2
+$1.53M
3
+$1.29M
4
TSN icon
Tyson Foods
TSN
+$1.24M
5
MLCO icon
Melco Resorts & Entertainment
MLCO
+$1.07M

Sector Composition

1 Technology 5.7%
2 Consumer Discretionary 4%
3 Financials 3.68%
4 Industrials 3.53%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.8M 13.14%
334,508
+26,384
2
$18.1M 6.45%
452,668
+10,734
3
$13.3M 4.76%
254,704
+3,646
4
$12.9M 4.59%
137,052
+16,256
5
$12M 4.27%
232,867
+9,029
6
$10.4M 3.71%
205,528
+21,696
7
$10.2M 3.64%
410,391
+28,876
8
$9.79M 3.49%
102,806
+6,698
9
$9.48M 3.38%
368,202
-825
10
$8.75M 3.12%
566,170
+70,195
11
$6.77M 2.42%
57,013
+5,731
12
$5.58M 1.99%
75,529
-562
13
$4.99M 1.78%
120,070
+8,512
14
$4.81M 1.72%
77,308
+7,377
15
$2.89M 1.03%
142,785
-923
16
$2.85M 1.02%
122,872
+22,352
17
$2.51M 0.9%
75,206
-156
18
$2.42M 0.86%
40,177
-706
19
$2.36M 0.84%
11,965
+1,823
20
$2.24M 0.8%
42,438
+3,330
21
$2.21M 0.79%
20,851
+42
22
$2.2M 0.78%
97,835
+1,759
23
$2.12M 0.75%
80,896
-1,206
24
$1.93M 0.69%
28,625
-9,751
25
$1.64M 0.58%
66,049
+2,393
1
2 3 4 5