JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
This Quarter Return
+8.96%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$171M
AUM Growth
+$171M
(+18%)
Cap. Flow
+$18.8M
Cap. Flow
% of AUM
11%
Top 10 Holdings %
Top 10 Hldgs %
36.36%
Holding
223
New
58
Increased
54
Reduced
50
Closed
58
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$6.38M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$4.06M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$1.9M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.81M |
| 5 |
Baidu
BIDU
|
$1.57M |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$1.67M |
| 2 |
DBL
DoubleLine Opportunistic Credit Fund
DBL
|
$1.11M |
| 3 |
GMCR
KEURIG GREEN MTN INC
GMCR
|
$1.01M |
| 4 |
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
|
$906K |
| 5 |
ResMed
RMD
|
$866K |
Sector Composition
| 1 | Consumer Discretionary | 7.55% |
| 2 | Technology | 5.17% |
| 3 | Communication Services | 4.49% |
| 4 | Financials | 3.95% |
| 5 | Industrials | 3.85% |
