JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.53B
This Quarter Return
+3.18%
1 Year Return
+19.27%
3 Year Return
+80.44%
5 Year Return
+124.89%
10 Year Return
+296.87%
AUM
$336M
AUM Growth
+$336M
(+6.6%)
Cap. Flow
+$20.5M
Cap. Flow
% of AUM
6.12%
Top 10 Holdings %
Top 10 Hldgs %
42.4%
Holding
321
New
104
Increased
83
Reduced
47
Closed
81
Top Buys
| 1 |
Ares Capital
ARCC
|
$3.3M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$1.56M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.36M |
| 4 |
First Trust Small Cap Value AlphaDEX Fund
FYT
|
$1.28M |
| 5 |
Arista Networks
ANET
|
$1.16M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.72M |
| 2 |
LKQ Corp
LKQ
|
$1.26M |
| 3 |
D.R. Horton
DHI
|
$1.14M |
| 4 |
Cboe Global Markets
CBOE
|
$986K |
| 5 |
CTXS
Citrix Systems Inc
CTXS
|
$954K |
Sector Composition
| 1 | Financials | 7.35% |
| 2 | Technology | 5.7% |
| 3 | Consumer Discretionary | 4.77% |
| 4 | Industrials | 3.2% |
| 5 | Healthcare | 3.15% |
