JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
1-Year Return
19.27%
This Quarter Return
+4.5%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$331M
AUM Growth
+$32.6M
(+11%)
Cap. Flow
+$24.3M
Cap. Flow
% of AUM
7.36%
Top 10 Holdings %
Top 10 Hldgs %
50.98%
Holding
261
New
80
Increased
62
Reduced
73
Closed
44
Top Buys
Top Sells
| 1 |
iShares Mortgage Real Estate ETF
REM
|
$11.2M |
| 2 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$10.5M |
| 3 |
Invesco QQQ Trust
QQQ
|
$8.08M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$7.18M |
| 5 |
iShares US Financials ETF
IYF
|
$5.84M |
Sector Composition
| 1 | Consumer Discretionary | 7.02% |
| 2 | Healthcare | 5.4% |
| 3 | Technology | 5.35% |
| 4 | Financials | 3.25% |
| 5 | Consumer Staples | 2.11% |
