JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
1-Year Return
19.27%
This Quarter Return
+6.41%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$1.32B
AUM Growth
+$145M
(+12%)
Cap. Flow
+$77.7M
Cap. Flow
% of AUM
5.91%
Top 10 Holdings %
Top 10 Hldgs %
39.75%
Holding
1,360
New
1,006
Increased
174
Reduced
145
Closed
6
Top Buys
| 1 |
Apple
AAPL
|
+$15.5M |
| 2 |
Amazon
AMZN
|
+$7.04M |
| 3 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$2.6M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$2.6M |
| 5 |
FT Vest US Equity Deep Buffer ETF September
DSEP
|
+$2.25M |
Top Sells
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$1.73M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$1.62M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.45M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.43M |
| 5 |
First Trust Technology AlphaDEX Fund
FXL
|
+$1.36M |
Sector Composition
| 1 | Technology | 15.64% |
| 2 | Consumer Discretionary | 5.43% |
| 3 | Financials | 3.86% |
| 4 | Communication Services | 3.56% |
| 5 | Industrials | 3.25% |
