JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
1-Year Return
19.27%
This Quarter Return
+21.33%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$454M
AUM Growth
+$171M
(+60%)
Cap. Flow
+$119M
Cap. Flow
% of AUM
26.31%
Top 10 Holdings %
Top 10 Hldgs %
52.67%
Holding
247
New
92
Increased
67
Reduced
44
Closed
42
Top Buys
| 1 |
Invesco S&P SmallCap Health Care ETF
PSCH
|
$28.6M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$17.7M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$8.76M |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$8.53M |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
$8.23M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$15.8M |
| 2 |
Tesla
TSLA
|
$5.41M |
| 3 |
LK
Luckin Coffee Inc. American Depositary Shares
LK
|
$3.47M |
| 4 |
iShares MBS ETF
MBB
|
$2.57M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.65M |
Sector Composition
| 1 | Technology | 8.93% |
| 2 | Healthcare | 4.87% |
| 3 | Consumer Discretionary | 1.94% |
| 4 | Communication Services | 1.58% |
| 5 | Financials | 1.34% |
