JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
1-Year Return
19.27%
This Quarter Return
+11.12%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$1.53B
AUM Growth
+$151M
(+11%)
Cap. Flow
+$28.8M
Cap. Flow
% of AUM
1.89%
Top 10 Holdings %
Top 10 Hldgs %
38.15%
Holding
468
New
65
Increased
168
Reduced
168
Closed
41
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$4.82M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.48M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$2.27M |
| 4 |
Oracle
ORCL
|
+$2.09M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.89M |
Top Sells
| 1 |
Baxter International
BAX
|
+$1.97M |
| 2 |
DHDG
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
DHDG
|
+$1.78M |
| 3 |
Cracker Barrel
CBRL
|
+$1.68M |
| 4 |
Pfizer
PFE
|
+$1.59M |
| 5 |
Dollar General
DG
|
+$1.35M |
Sector Composition
| 1 | Technology | 15.42% |
| 2 | Consumer Discretionary | 5.46% |
| 3 | Financials | 4.37% |
| 4 | Communication Services | 4.2% |
| 5 | Industrials | 3.55% |
