JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
1-Year Return
19.27%
This Quarter Return
+10.28%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$1.12B
AUM Growth
+$90M
(+8.8%)
Cap. Flow
+$15.7M
Cap. Flow
% of AUM
1.4%
Top 10 Holdings %
Top 10 Hldgs %
39.77%
Holding
398
New
54
Increased
136
Reduced
156
Closed
36
Top Buys
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$14.3M |
| 2 |
iShares Russell 3000 ETF
IWV
|
$12.9M |
| 3 |
Invesco QQQ Trust
QQQ
|
$9.62M |
| 4 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$6.35M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$6.07M |
Sector Composition
| 1 | Technology | 13.63% |
| 2 | Consumer Discretionary | 4.96% |
| 3 | Financials | 3.72% |
| 4 | Healthcare | 3.44% |
| 5 | Communication Services | 3.43% |
