JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
This Quarter Return
-3.84%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$1.38B
AUM Growth
+$1.38B
(-0.25%)
Cap. Flow
+$59.7M
Cap. Flow
% of AUM
4.33%
Top 10 Holdings %
Top 10 Hldgs %
36.95%
Holding
447
New
65
Increased
192
Reduced
125
Closed
44
Top Buys
Top Sells
| 1 |
iShares Agency Bond ETF
AGZ
|
$15.4M |
| 2 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$14.5M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
$12.4M |
| 4 |
Innovator S&P Investment Grade Preferred ETF
EPRF
|
$9.59M |
| 5 |
Amplify Alternative Harvest ETF
MJ
|
$6.77M |
Sector Composition
| 1 | Technology | 14.06% |
| 2 | Consumer Discretionary | 5.45% |
| 3 | Financials | 4.67% |
| 4 | Communication Services | 3.9% |
| 5 | Industrials | 3.4% |
