JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
1-Year Return
19.27%
This Quarter Return
+4.13%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$450M
AUM Growth
+$3.77M
(+0.84%)
Cap. Flow
-$7.07M
Cap. Flow
% of AUM
-1.57%
Top 10 Holdings %
Top 10 Hldgs %
39.34%
Holding
387
New
71
Increased
123
Reduced
84
Closed
93
Top Buys
| 1 |
iShares Core High Dividend ETF
HDV
|
$1.86M |
| 2 |
Vanguard Russell 2000 ETF
VTWO
|
$1.51M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.5M |
| 4 |
Ulta Beauty
ULTA
|
$1.23M |
| 5 |
Robert Half
RHI
|
$1.22M |
Top Sells
| 1 |
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
|
$5.18M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.89M |
| 3 |
Tesla
TSLA
|
$1.97M |
| 4 |
Applied Materials
AMAT
|
$1.72M |
| 5 |
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% |
