JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.67B
1-Year Est. Return 22.71%
This Quarter Est. Return
1 Year Est. Return
+22.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.98M
3
+$1.94M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.76M
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$1.55M

Top Sells

1
+$4.91M
2
+$3.96M
3
+$1.03M
4
TEI
Templeton Emerging Markets Income Fund
TEI
+$898K
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$893K

Sector Composition

1 Technology 15.83%
2 Consumer Discretionary 5.72%
3 Communication Services 4.32%
4 Financials 4.24%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VO icon
251
Vanguard Mid-Cap ETF
VO
$89.8B
$591K 0.04%
2,013
+3
VGT icon
252
Vanguard Information Technology ETF
VGT
$115B
$591K 0.04%
792
+98
SPYG icon
253
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.3B
$585K 0.04%
5,600
-472
XLI icon
254
State Street Industrial Select Sector SPDR ETF
XLI
$24.8B
$583K 0.03%
3,782
-67
DKNG icon
255
DraftKings
DKNG
$17.7B
$582K 0.03%
15,549
APA icon
256
APA Corp
APA
$9.27B
$580K 0.03%
+23,870
QYLD icon
257
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.04B
$579K 0.03%
34,064
+452
FTSL icon
258
First Trust Senior Loan Fund ETF
FTSL
$2.35B
$579K 0.03%
12,623
-677
ZTS icon
259
Zoetis
ZTS
$52.1B
$575K 0.03%
3,933
+241
CRWV
260
CoreWeave Inc
CRWV
$43B
$573K 0.03%
+4,187
DVY icon
261
iShares Select Dividend ETF
DVY
$20.6B
$571K 0.03%
4,016
-82
IYK icon
262
iShares US Consumer Staples ETF
IYK
$1.27B
$567K 0.03%
8,284
+52
UPS icon
263
United Parcel Service
UPS
$81.1B
$563K 0.03%
6,741
+3,251
AX icon
264
Axos Financial
AX
$4.82B
$552K 0.03%
6,523
ARKQ icon
265
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.63B
$545K 0.03%
4,885
+883
FDRR icon
266
Fidelity Dividend ETF for Rising Rates
FDRR
$656M
$543K 0.03%
9,270
-17
THC icon
267
Tenet Healthcare
THC
$18.1B
$542K 0.03%
2,669
+168
FJUN icon
268
FT Vest US Equity Buffer ETF June
FJUN
$1.07B
$537K 0.03%
9,600
-1,264
STIP icon
269
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$534K 0.03%
5,164
+56
SCHG icon
270
Schwab US Large-Cap Growth ETF
SCHG
$52.8B
$533K 0.03%
16,700
-2,164
DJD icon
271
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$362M
$532K 0.03%
9,641
+39
STRL icon
272
Sterling Infrastructure
STRL
$9.97B
$532K 0.03%
1,566
-1,014
XLV icon
273
State Street Health Care Select Sector SPDR ETF
XLV
$39.6B
$531K 0.03%
3,816
+44
BMY icon
274
Bristol-Myers Squibb
BMY
$105B
$530K 0.03%
11,748
+272
JPLD icon
275
JPMorgan Limited Duration Bond ETF
JPLD
$3.02B
$529K 0.03%
10,074
-1,452
9 10
11
12 13