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
FDG icon
301
American Century Focused Dynamic Growth ETF
FDG
$354M
$371K 0.02%
3,395
SQMX
302
FT Vest U.S. Equity Quarterly Max Buffer ETF
SQMX
$4.92M
$370K 0.02%
+11,600
SUN icon
303
Sunoco
SUN
$9.63B
$369K 0.02%
6,883
-47
ADBE icon
304
Adobe
ADBE
$140B
$364K 0.02%
941
-924
LRCX icon
305
Lam Research
LRCX
$193B
$363K 0.02%
+3,732
RF icon
306
Regions Financial
RF
$21.9B
$360K 0.02%
15,318
+6
TMO icon
307
Thermo Fisher Scientific
TMO
$218B
$360K 0.02%
887
-26
LNG icon
308
Cheniere Energy
LNG
$45.9B
$359K 0.02%
1,474
+24
XLF icon
309
Financial Select Sector SPDR Fund
XLF
$54.5B
$357K 0.02%
6,818
+22
ARKQ icon
310
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.45B
$357K 0.02%
+4,002
EFG icon
311
iShares MSCI EAFE Growth ETF
EFG
$11.4B
$354K 0.02%
3,165
-10
UPS icon
312
United Parcel Service
UPS
$81.4B
$352K 0.02%
3,490
-7,369
MBB icon
313
iShares MBS ETF
MBB
$41.4B
$349K 0.02%
3,720
-25
SCHP icon
314
Schwab US TIPS ETF
SCHP
$14.3B
$348K 0.02%
13,031
+98
IAU icon
315
iShares Gold Trust
IAU
$63.3B
$344K 0.02%
5,517
-122
VEA icon
316
Vanguard FTSE Developed Markets ETF
VEA
$180B
$339K 0.02%
5,950
-710
CLX icon
317
Clorox
CLX
$12.7B
$339K 0.02%
2,820
-57
SCHY icon
318
Schwab International Dividend Equity ETF
SCHY
$1.38B
$338K 0.02%
12,350
+4,224
YUM icon
319
Yum! Brands
YUM
$41.6B
$337K 0.02%
2,274
+10
LULU icon
320
lululemon athletica
LULU
$20.1B
$334K 0.02%
+1,405
UTES icon
321
Virtus Reaves Utilities ETF
UTES
$1.05B
$331K 0.02%
4,381
+330
FDVV icon
322
Fidelity High Dividend ETF
FDVV
$6.98B
$331K 0.02%
6,364
+55
FTNT icon
323
Fortinet
FTNT
$60.3B
$327K 0.02%
3,096
+45
CEG icon
324
Constellation Energy
CEG
$105B
$326K 0.02%
1,010
-46
PFFD icon
325
Global X US Preferred ETF
PFFD
$2.29B
$325K 0.02%
17,246
-308
11 12
13
14 15