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
$450M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.51M
3
+$1.5M
4
ULTA icon
Ulta Beauty
ULTA
+$1.23M
5
RHI icon
Robert Half
RHI
+$1.22M

Top Sells

1
+$5.18M
2
+$2.89M
3
+$1.97M
4
AMAT icon
Applied Materials
AMAT
+$1.72M
5
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$1.26M

Sector Composition

1 Technology 6.21%
2 Healthcare 5.79%
3 Consumer Discretionary 4.76%
4 Financials 4.72%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.5M 8.78%
631,586
+12,071
2
$37.1M 8.24%
263,866
+5,104
3
$19.4M 4.32%
416,709
+5,975
4
$17.6M 3.91%
615,129
+10,706
5
$13.5M 3%
126,609
+2,083
6
$12.2M 2.72%
203,323
+5,244
7
$10.2M 2.27%
214,029
+2,315
8
$9.62M 2.14%
188,553
+6,409
9
$9.3M 2.07%
78,376
+6,837
10
$8.54M 1.9%
181,453
+4,579
11
$7.89M 1.75%
170,412
+1,692
12
$7.63M 1.7%
195,770
+3,275
13
$7.28M 1.62%
87,256
+671
14
$7.27M 1.62%
83,658
+234
15
$6.84M 1.52%
130,226
-54,949
16
$6.8M 1.51%
35,013
+7,742
17
$6.61M 1.47%
527,477
-1,000
18
$6.14M 1.37%
1,307,308
-8,042
19
$5.58M 1.24%
36,707
20
$5.22M 1.16%
90,657
+2,513
21
$4.47M 0.99%
52,613
+21,875
22
$4.4M 0.98%
220,053
+3,439
23
$3.99M 0.89%
25,302
-607
24
$3.68M 0.82%
77,965
+267
25
$3.43M 0.76%
12,571
+24
1
2 3 4 5