JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
1-Year Return
19.27%
This Quarter Return
+8.84%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$948M
AUM Growth
+$67.8M
(+7.7%)
Cap. Flow
+$1.32M
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
38.77%
Holding
393
New
40
Increased
151
Reduced
153
Closed
35
Top Buys
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$3.36M |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
$3.01M |
| 3 |
iShares US Medical Devices ETF
IHI
|
$2.82M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$2.7M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.59M |
Sector Composition
| 1 | Technology | 13.51% |
| 2 | Consumer Discretionary | 5.83% |
| 3 | Healthcare | 3.85% |
| 4 | Financials | 3.52% |
| 5 | Industrials | 3.24% |
