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
USHY icon
326
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$324K 0.02%
8,648
+97
EOG icon
327
EOG Resources
EOG
$59.3B
$324K 0.02%
+2,712
VOOG icon
328
Vanguard S&P 500 Growth ETF
VOOG
$20.4B
$322K 0.02%
813
-2
PRU icon
329
Prudential Financial
PRU
$37.7B
$322K 0.02%
3,000
-54
RIO icon
330
Rio Tinto
RIO
$115B
$319K 0.02%
5,460
-46
BR icon
331
Broadridge
BR
$26.3B
$318K 0.02%
+1,309
XMHQ icon
332
Invesco S&P MidCap Quality ETF
XMHQ
$5.27B
$316K 0.02%
3,221
ADP icon
333
Automatic Data Processing
ADP
$103B
$315K 0.02%
1,020
-88
PSCT icon
334
Invesco S&P SmallCap Information Technology ETF
PSCT
$323M
$314K 0.02%
+6,800
ALL icon
335
Allstate
ALL
$55.3B
$312K 0.02%
1,550
ANET icon
336
Arista Networks
ANET
$164B
$310K 0.02%
+3,034
BKNG icon
337
Booking.com
BKNG
$164B
$302K 0.02%
52
-9
XLC icon
338
The Communication Services Select Sector SPDR Fund
XLC
$26.8B
$302K 0.02%
2,778
+6
IGV icon
339
iShares Expanded Tech-Software Sector ETF
IGV
$9.56B
$300K 0.02%
+2,742
TLT icon
340
iShares 20+ Year Treasury Bond ETF
TLT
$48.1B
$300K 0.02%
3,398
+25
JBL icon
341
Jabil
JBL
$21.6B
$298K 0.02%
1,366
-1,321
ABT icon
342
Abbott
ABT
$225B
$298K 0.02%
2,189
+26
BABA icon
343
Alibaba
BABA
$381B
$298K 0.02%
2,625
-241
ACWX icon
344
iShares MSCI ACWI ex US ETF
ACWX
$7.04B
$295K 0.02%
4,843
+68
FTGC icon
345
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.33B
$293K 0.02%
11,868
-12,815
RCL icon
346
Royal Caribbean
RCL
$69.7B
$292K 0.02%
+934
ZS icon
347
Zscaler
ZS
$48.9B
$291K 0.02%
+928
VT icon
348
Vanguard Total World Stock ETF
VT
$54.7B
$291K 0.02%
2,266
FCG icon
349
First Trust Natural Gas ETF
FCG
$338M
$291K 0.02%
+12,585
NOC icon
350
Northrop Grumman
NOC
$79.6B
$291K 0.02%
581
+1
12 13
14
15 16