JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
This Quarter Return
-3.78%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$778M
AUM Growth
+$778M
(-7.7%)
Cap. Flow
-$3.16M
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
40.56%
Holding
343
New
22
Increased
129
Reduced
140
Closed
35
Top Buys
| 1 |
Tesla
TSLA
|
$12.7M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$8.92M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$6.9M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$3.46M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3M |
Top Sells
Sector Composition
| 1 | Technology | 10.21% |
| 2 | Consumer Discretionary | 5.57% |
| 3 | Healthcare | 3.99% |
| 4 | Financials | 3.36% |
| 5 | Industrials | 2.83% |
