JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.64M
3
+$2.39M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.89M
5
KHC icon
Kraft Heinz
KHC
+$1.34M

Top Sells

1
+$3.83M
2
+$2.85M
3
+$2.16M
4
BA icon
Boeing
BA
+$2M
5
CAVA icon
CAVA Group
CAVA
+$1.58M

Sector Composition

1 Technology 15.3%
2 Consumer Discretionary 5.22%
3 Communication Services 4.63%
4 Financials 4.21%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWD icon
226
iShares Russell 1000 Value ETF
IWD
$70.2B
$717K 0.04%
3,409
-29
XDEC icon
227
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$170M
$694K 0.04%
16,971
MU icon
228
Micron Technology
MU
$447B
$691K 0.04%
2,420
-1,635
CNH
229
CNH Industrial
CNH
$13.8B
$687K 0.04%
74,554
-18,599
OBIL icon
230
US Treasury 12 Month Bill ETF
OBIL
$298M
$686K 0.04%
13,668
-71
QYLD icon
231
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.26B
$671K 0.04%
37,995
+3,931
AEP icon
232
American Electric Power
AEP
$62.6B
$670K 0.04%
5,815
-13
VO icon
233
Vanguard Mid-Cap ETF
VO
$94.3B
$657K 0.04%
2,263
+250
DVY icon
234
iShares Select Dividend ETF
DVY
$21.9B
$652K 0.04%
4,616
+600
TJX icon
235
TJX Companies
TJX
$170B
$651K 0.04%
4,236
+66
SBUX icon
236
Starbucks
SBUX
$109B
$650K 0.04%
7,715
-1
LOW icon
237
Lowe's Companies
LOW
$154B
$641K 0.04%
2,656
+91
VICI icon
238
VICI Properties
VICI
$30.1B
$640K 0.04%
22,747
+725
IRDM icon
239
Iridium Communications
IRDM
$2.28B
$635K 0.04%
+36,528
SPYG icon
240
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.3B
$625K 0.04%
5,858
+258
VLY icon
241
Valley National Bancorp
VLY
$6.91B
$619K 0.04%
53,004
-74,296
MDIV icon
242
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$402M
$617K 0.04%
39,274
-1,859
KMB icon
243
Kimberly-Clark
KMB
$33.9B
$617K 0.04%
6,112
+2,092
KQQQ
244
Kurv Technology Titans Select ETF
KQQQ
$94.1M
$615K 0.04%
+21,919
NEXT icon
245
NextDecade
NEXT
$1.38B
$613K 0.04%
+116,370
VWO icon
246
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$613K 0.04%
11,406
+178
SHEL icon
247
Shell
SHEL
$205B
$612K 0.04%
8,335
-34
IXN icon
248
iShares Global Tech ETF
IXN
$6.72B
$612K 0.04%
5,828
-1,217
XLP icon
249
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.2B
$596K 0.03%
7,675
+34
BMY icon
250
Bristol-Myers Squibb
BMY
$112B
$586K 0.03%
10,864
-884
8 9
10
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