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
$336M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.56M
3
+$1.36M
4
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$1.27M
5
ANET icon
Arista Networks
ANET
+$1.16M

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.14M
4
CBOE icon
Cboe Global Markets
CBOE
+$986K
5
CTXS
Citrix Systems Inc
CTXS
+$953K

Sector Composition

1 Financials 7.35%
2 Technology 5.7%
3 Consumer Discretionary 4.77%
4 Industrials 3.2%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.7M 7.65%
222,677
-4,158
2
$23.1M 6.89%
621,680
+18,974
3
$18.6M 5.55%
379,556
-7,106
4
$18.4M 5.47%
661,383
-13,674
5
$13.3M 3.97%
702,151
+10,506
6
$12.1M 3.61%
236,448
-2,877
7
$8.81M 2.63%
181,467
+5,274
8
$7.92M 2.36%
72,212
-958
9
$7.58M 2.26%
144,434
+5,868
10
$6.72M 2%
53,985
+327
11
$6.48M 1.93%
454,650
+53,400
12
$6.45M 1.92%
80,334
+716
13
$6M 1.79%
531,016
+78
14
$5.23M 1.56%
69,486
-3,393
15
$5.18M 1.54%
83,257
-3,932
16
$4.95M 1.48%
99,611
-4,218
17
$4.92M 1.47%
169,988
+33,876
18
$4.46M 1.33%
234,906
+6,333
19
$4.41M 1.31%
52,168
+3,414
20
$4.27M 1.27%
458,703
+30,358
21
$3.92M 1.17%
79,194
-13,057
22
$3.66M 1.09%
144,869
-339
23
$3.55M 1.06%
81,600
+9,867
24
$3.3M 0.98%
+200,000
25
$3.01M 0.9%
26,182
-6,760
1
2 3 4 5