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JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.68B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$20.1M
3
+$19.2M
4
VTV icon
Vanguard Value ETF
VTV
+$16.5M
5
MORT icon
VanEck Mortgage REIT Income ETF
MORT
+$15.4M

Top Sells

1
+$26.6M
2
+$20.4M
3
+$20.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$10.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.6M

Sector Composition

1 Technology 13.66%
2 Consumer Discretionary 4.69%
3 Communication Services 4.28%
4 Industrials 3.89%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XDEC icon
226
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$175M
$684K 0.04%
16,971
APO icon
227
Apollo Global Management
APO
$73.5B
$677K 0.04%
6,078
-3
OBIL icon
228
US Treasury 12 Month Bill ETF
OBIL
$318M
$671K 0.04%
13,400
-268
FXN icon
229
First Trust Energy AlphaDEX Fund
FXN
$1.25B
$665K 0.04%
+29,596
KNG icon
230
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.31B
$664K 0.04%
13,635
-3,066
ARKQ icon
231
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.21B
$664K 0.04%
5,906
-1,080
FTSL icon
232
First Trust Senior Loan Fund ETF
FTSL
$2.3B
$662K 0.04%
14,787
+2,409
VDC icon
233
Vanguard Consumer Staples ETF
VDC
$7.8B
$662K 0.04%
2,948
+186
UPS icon
234
United Parcel Service
UPS
$91.5B
$661K 0.04%
6,715
-13,019
VWO icon
235
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$658K 0.04%
12,177
+771
VO icon
236
Vanguard Mid-Cap ETF
VO
$102B
$651K 0.04%
9,068
+16
BMY icon
237
Bristol-Myers Squibb
BMY
$113B
$651K 0.04%
10,733
-131
AFL icon
238
Aflac
AFL
$58.7B
$645K 0.04%
5,881
-643
SLVR
239
Sprott Silver Miners & Physical Silver ETF
SLVR
$708M
$644K 0.04%
10,875
-2,845
FANG icon
240
Diamondback Energy
FANG
$55.8B
$633K 0.04%
+3,203
WFRD icon
241
Weatherford International
WFRD
$7.41B
$621K 0.04%
6,562
-814
BUFR icon
242
FT Vest Fund of Buffer ETFs
BUFR
$9.56B
$618K 0.04%
18,307
+3,186
BTG icon
243
B2Gold
BTG
$5.52B
$601K 0.04%
132,772
+78,430
UBER icon
244
Uber
UBER
$143B
$600K 0.04%
8,342
-14,873
MDIV icon
245
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$415M
$598K 0.04%
36,990
-2,284
CRM icon
246
Salesforce
CRM
$150B
$598K 0.04%
3,204
-3,388
IYK icon
247
iShares US Consumer Staples ETF
IYK
$1.56B
$589K 0.04%
8,405
+39
GJAN icon
248
FT Vest US Equity Moderate Buffer ETF January
GJAN
$472M
$587K 0.03%
14,006
+6,946
IXN icon
249
iShares Global Tech ETF
IXN
$9.2B
$582K 0.03%
5,823
-5
CME icon
250
CME Group
CME
$91.1B
$579K 0.03%
1,960
-16
8 9
10
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