JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
1-Year Return
19.27%
This Quarter Return
+2.81%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$316M
AUM Growth
+$8.34M
(+2.7%)
Cap. Flow
+$3.8M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
49.81%
Holding
251
New
73
Increased
49
Reduced
58
Closed
68
Top Buys
Top Sells
| 1 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$14.8M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$13M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$12.8M |
| 4 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$7.61M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$2.36M |
Sector Composition
| 1 | Consumer Discretionary | 4.36% |
| 2 | Technology | 3.34% |
| 3 | Healthcare | 2.64% |
| 4 | Communication Services | 2.52% |
| 5 | Industrials | 2.3% |
