JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
1-Year Return
19.27%
This Quarter Return
+4.82%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$473M
AUM Growth
+$23.6M
(+5.2%)
Cap. Flow
+$7.84M
Cap. Flow
% of AUM
1.66%
Top 10 Holdings %
Top 10 Hldgs %
40.29%
Holding
347
New
53
Increased
127
Reduced
100
Closed
48
Top Buys
| 1 |
Vanguard Russell 2000 ETF
VTWO
|
$6.97M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$4.56M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$3.93M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$3.18M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$2.25M |
Top Sells
Sector Composition
| 1 | Technology | 6.58% |
| 2 | Healthcare | 5.95% |
| 3 | Consumer Discretionary | 4.07% |
| 4 | Financials | 3.81% |
| 5 | Industrials | 3.28% |
