JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
1-Year Return
19.27%
This Quarter Return
+8.53%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$1.06B
AUM Growth
+$118M
(+13%)
Cap. Flow
+$51.4M
Cap. Flow
% of AUM
4.86%
Top 10 Holdings %
Top 10 Hldgs %
40.94%
Holding
395
New
32
Increased
187
Reduced
106
Closed
50
Top Buys
Top Sells
| 1 |
Renaissance IPO ETF
IPO
|
$9.22M |
| 2 |
IBM
IBM
|
$1.74M |
| 3 |
KraneShares CSI China Internet ETF
KWEB
|
$1.25M |
| 4 |
ARK Innovation ETF
ARKK
|
$1.2M |
| 5 |
ARK Genomic Revolution ETF
ARKG
|
$1.18M |
Sector Composition
| 1 | Technology | 10.71% |
| 2 | Consumer Discretionary | 4.74% |
| 3 | Financials | 3.67% |
| 4 | Healthcare | 3.56% |
| 5 | Communication Services | 3.01% |
