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
$268M
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.3M
3
+$1.63M
4
OPK icon
Opko Health
OPK
+$1.29M
5
HD icon
Home Depot
HD
+$1.16M

Top Sells

1
+$18.8M
2
+$11.7M
3
+$4.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.59M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.56M

Sector Composition

1 Consumer Discretionary 6.94%
2 Financials 4.54%
3 Industrials 4.33%
4 Technology 4.29%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 8.23%
417,157
+3,169
2
$20.8M 7.76%
194,440
-175,742
3
$18.1M 6.75%
469,184
+4,735
4
$16.5M 6.15%
142,245
+29,186
5
$14.1M 5.24%
641,746
+17,979
6
$12.9M 4.8%
174,972
-159,572
7
$7.94M 2.96%
164,510
+68,395
8
$7.58M 2.83%
70,958
-90
9
$5.76M 2.14%
347,550
-4,890
10
$5.73M 2.14%
541,184
11
$5.17M 1.93%
76,964
-980
12
$5.14M 1.92%
84,060
+869
13
$4.32M 1.61%
40,038
+110
14
$4.25M 1.58%
87,253
+64
15
$3.3M 1.23%
102,396
+32,000
16
$3.23M 1.21%
94,024
+1,564
17
$3.17M 1.18%
114,884
-27,880
18
$3.08M 1.15%
365,851
+153,515
19
$3.08M 1.15%
34,221
-2,868
20
$2.93M 1.09%
28,790
-44,926
21
$2.78M 1.04%
161,036
+3,719
22
$2.67M 1%
88,038
-5,328
23
$2.54M 0.95%
76,369
+3,785
24
$1.96M 0.73%
126,280
-255
25
$1.9M 0.71%
145,190
+17,414
1
2 3 4 5