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
$1.53B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.48M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M

Top Sells

1
+$1.97M
2
+$1.78M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.59M
5
DG icon
Dollar General
DG
+$1.35M

Sector Composition

1 Technology 15.42%
2 Consumer Discretionary 5.46%
3 Financials 4.37%
4 Communication Services 4.2%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BUFR icon
276
FT Vest Fund of Buffer ETFs
BUFR
$7.58B
$443K 0.03%
13,920
THC icon
277
Tenet Healthcare
THC
$17.3B
$440K 0.03%
2,501
+394
IEF icon
278
iShares 7-10 Year Treasury Bond ETF
IEF
$38.6B
$432K 0.03%
4,515
+13
FTC icon
279
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.23B
$430K 0.03%
2,845
IWY icon
280
iShares Russell Top 200 Growth ETF
IWY
$16.1B
$429K 0.03%
1,741
-520
D icon
281
Dominion Energy
D
$52B
$429K 0.03%
7,582
-658
FXH icon
282
First Trust Health Care AlphaDEX Fund
FXH
$943M
$413K 0.03%
3,979
+339
ETHE
283
Grayscale Ethereum Trust ETF
ETHE
$3.56B
$409K 0.03%
19,614
NVO icon
284
Novo Nordisk
NVO
$218B
$409K 0.03%
+5,924
EPRF icon
285
Innovator S&P Investment Grade Preferred ETF
EPRF
$84.1M
$408K 0.03%
23,153
-588
TSM icon
286
TSMC
TSM
$1.46T
$408K 0.03%
1,802
+149
BTI icon
287
British American Tobacco
BTI
$119B
$401K 0.03%
8,470
-275
BUFT icon
288
FT Vest Buffered Allocation Defensive ETF
BUFT
$129M
$400K 0.03%
16,991
WFRD icon
289
Weatherford International
WFRD
$5.18B
$397K 0.03%
+7,897
EYLD icon
290
Cambria Emerging Shareholder Yield ETF
EYLD
$605M
$394K 0.03%
+10,903
YJUN icon
291
FT Vest International Equity Buffer ETF June
YJUN
$169M
$393K 0.03%
+16,058
IRDM icon
292
Iridium Communications
IRDM
$1.75B
$393K 0.03%
+13,011
VDC icon
293
Vanguard Consumer Staples ETF
VDC
$7.22B
$388K 0.03%
1,774
+253
TFC icon
294
Truist Financial
TFC
$58B
$387K 0.03%
9,007
-273
MARM icon
295
FT Vest US Equity Max Buffer ETF March
MARM
$131M
$385K 0.03%
11,994
-3,221
HACK icon
296
Amplify Cybersecurity ETF
HACK
$2.31B
$383K 0.03%
4,429
-1
SAGP icon
297
Strategas Global Policy Opportunities ETF
SAGP
$60.4M
$382K 0.03%
11,583
-1,846
IYF icon
298
iShares US Financials ETF
IYF
$4.03B
$377K 0.02%
3,118
PTON icon
299
Peloton Interactive
PTON
$3.05B
$373K 0.02%
53,742
-87
SMLV icon
300
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$197M
$373K 0.02%
2,979
+8
10 11
12
13 14