JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
1-Year Return
19.27%
This Quarter Return
+5.28%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$308M
AUM Growth
+$39.8M
(+15%)
Cap. Flow
+$31.8M
Cap. Flow
% of AUM
10.32%
Top 10 Holdings %
Top 10 Hldgs %
48.86%
Holding
235
New
60
Increased
55
Reduced
60
Closed
57
Top Buys
Top Sells
| 1 |
Axos Financial
AX
|
$3.3M |
| 2 |
Apple
AAPL
|
$3.17M |
| 3 |
Alaska Air
ALK
|
$1.81M |
| 4 |
Chipotle Mexican Grill
CMG
|
$1.69M |
| 5 |
First Trust Senior Loan Fund ETF
FTSL
|
$1.44M |
Sector Composition
| 1 | Consumer Discretionary | 5.46% |
| 2 | Industrials | 3.66% |
| 3 | Healthcare | 3.47% |
| 4 | Communication Services | 3.46% |
| 5 | Technology | 3.45% |
