JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
This Quarter Return
-1.46%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$144M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.62%
Holding
165
New
165
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$9.1M |
| 2 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$9.07M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$4.92M |
| 4 |
WisdomTree US AI Enhanced Value Fund
AIVL
|
$4.67M |
| 5 |
iShares Gold Trust
IAU
|
$3.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 7.16% |
| 2 | Healthcare | 6.08% |
| 3 | Industrials | 4.84% |
| 4 | Materials | 4.53% |
| 5 | Energy | 4.41% |
