JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.53B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$26.8M
3
+$20M
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$18.9M
5
MLPA icon
Global X MLP ETF
MLPA
+$11.7M

Top Sells

1
+$15.4M
2
+$14.5M
3
+$12.4M
4
EPRF icon
Innovator S&P Investment Grade Preferred ETF
EPRF
+$9.59M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$5.72M

Sector Composition

1 Technology 14.06%
2 Consumer Discretionary 5.45%
3 Financials 4.67%
4 Communication Services 3.9%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTS icon
226
Zoetis
ZTS
$64.7B
$613K 0.04%
3,726
-57
KMB icon
227
Kimberly-Clark
KMB
$39.5B
$613K 0.04%
4,308
-53
FTSL icon
228
First Trust Senior Loan Fund ETF
FTSL
$2.4B
$604K 0.04%
13,229
-554
AB icon
229
AllianceBernstein
AB
$4.38B
$592K 0.04%
15,456
+5,236
IYK icon
230
iShares US Consumer Staples ETF
IYK
$1.31B
$586K 0.04%
8,186
+8
XAR icon
231
SPDR S&P Aerospace & Defense ETF
XAR
$5.08B
$567K 0.04%
3,530
+177
ARKK icon
232
ARK Innovation ETF
ARKK
$9.33B
$565K 0.04%
11,868
-20,620
CBSE icon
233
Clough Select Equity ETF
CBSE
$32M
$558K 0.04%
18,665
-369
XLV icon
234
Health Care Select Sector SPDR Fund
XLV
$36B
$549K 0.04%
3,761
+8
BAR icon
235
GraniteShares Gold Shares
BAR
$1.38B
$548K 0.04%
17,783
DVY icon
236
iShares Select Dividend ETF
DVY
$21B
$546K 0.04%
4,065
+25
VO icon
237
Vanguard Mid-Cap ETF
VO
$89.2B
$541K 0.04%
2,093
+948
TJX icon
238
TJX Companies
TJX
$158B
$536K 0.04%
4,400
+571
IXN icon
239
iShares Global Tech ETF
IXN
$6.54B
$535K 0.04%
7,059
SAMT icon
240
Strategas Macro Thematic Opportunities ETF
SAMT
$242M
$533K 0.04%
18,250
-1,278
QYLD icon
241
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.39B
$531K 0.04%
+31,956
VWO icon
242
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$522K 0.04%
11,534
+633
DKNG icon
243
DraftKings
DKNG
$16.4B
$517K 0.04%
15,553
-439
CINF icon
244
Cincinnati Financial
CINF
$24.5B
$515K 0.04%
+3,486
XLP icon
245
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$508K 0.04%
6,219
+263
STIP icon
246
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$507K 0.04%
4,897
-124
MDLZ icon
247
Mondelez International
MDLZ
$78.6B
$502K 0.04%
7,392
+401
SCHG icon
248
Schwab US Large-Cap Growth ETF
SCHG
$53B
$490K 0.04%
+19,558
XLI icon
249
Industrial Select Sector SPDR Fund
XLI
$23.9B
$489K 0.04%
3,734
+86
SPYG icon
250
SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.1B
$488K 0.04%
+6,070
8 9
10
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