JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
1-Year Return
19.27%
This Quarter Return
+7.37%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$1.45B
AUM Growth
+$600M
(+71%)
Cap. Flow
+$568M
Cap. Flow
% of AUM
39.19%
Top 10 Holdings %
Top 10 Hldgs %
44.13%
Holding
404
New
41
Increased
281
Reduced
41
Closed
35
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$67.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$50M |
| 3 |
Invesco QQQ Trust
QQQ
|
$37.4M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$36.8M |
| 5 |
Vanguard Large-Cap ETF
VV
|
$35.5M |
Top Sells
Sector Composition
| 1 | Technology | 8.39% |
| 2 | Healthcare | 4.38% |
| 3 | Consumer Discretionary | 4.18% |
| 4 | Financials | 3.07% |
| 5 | Communication Services | 2.68% |
