JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
1-Year Return
19.27%
This Quarter Return
+4.88%
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
+$65M
(+4.9%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
1.45%
Top 10 Holdings %
Top 10 Hldgs %
40.43%
Holding
1,374
New
20
Increased
229
Reduced
113
Closed
984
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$4.01M |
| 2 |
Lincoln National
LNC
|
+$3.04M |
| 3 |
Microsoft
MSFT
|
+$2.71M |
| 4 |
Dollar General
DG
|
+$2.7M |
| 5 |
Johnson Controls International
JCI
|
+$2.57M |
Top Sells
| 1 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$19M |
| 2 |
AdvisorShares Pure US Cannabis ETF
MSOS
|
+$2.32M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.19M |
| 4 |
NVIDIA
NVDA
|
+$1.11M |
| 5 |
Sprott Physical Gold and Silver Trust
CEF
|
+$1.07M |
Sector Composition
| 1 | Technology | 16.18% |
| 2 | Consumer Discretionary | 7% |
| 3 | Financials | 4.61% |
| 4 | Communication Services | 4.25% |
| 5 | Industrials | 3.56% |
