JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
This Quarter Return
-14.25%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$844M
AUM Growth
-$5.12M
(-0.6%)
Cap. Flow
+$20.8M
Cap. Flow
% of AUM
2.47%
Top 10 Holdings %
Top 10 Hldgs %
38.46%
Holding
343
New
27
Increased
151
Reduced
114
Closed
22
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$4.13M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$4M |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$2.69M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.62M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.51M |
Top Sells
| 1 |
First Trust Senior Loan Fund ETF
FTSL
|
$3.49M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.43M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$1.37M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.32M |
| 5 |
First Trust Preferred Securities and Income ETF
FPE
|
$1.27M |
Sector Composition
| 1 | Technology | 10.14% |
| 2 | Consumer Discretionary | 4.69% |
| 3 | Healthcare | 4.01% |
| 4 | Financials | 3.45% |
| 5 | Industrials | 2.92% |
