JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.64M
3
+$2.39M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.89M
5
KHC icon
Kraft Heinz
KHC
+$1.34M

Top Sells

1
+$3.83M
2
+$2.85M
3
+$2.16M
4
BA icon
Boeing
BA
+$2M
5
CAVA icon
CAVA Group
CAVA
+$1.58M

Sector Composition

1 Technology 15.3%
2 Consumer Discretionary 5.22%
3 Communication Services 4.63%
4 Financials 4.21%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FHDG
351
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
FHDG
$71.7M
$323K 0.02%
+9,513
GIS icon
352
General Mills
GIS
$23.7B
$320K 0.02%
6,889
-2,139
NOC icon
353
Northrop Grumman
NOC
$95.7B
$317K 0.02%
557
+1
DDOG icon
354
Datadog
DDOG
$46B
$314K 0.02%
2,311
-133
LMBS icon
355
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.74B
$314K 0.02%
6,272
+63
AB icon
356
AllianceBernstein
AB
$3.62B
$309K 0.02%
8,029
-3,621
ALL icon
357
Allstate
ALL
$51.1B
$308K 0.02%
1,480
-40
GJAN icon
358
FT Vest US Equity Moderate Buffer ETF January
GJAN
$368M
$302K 0.02%
7,060
MSFY icon
359
Kurv Yield Premium Strategy Microsoft (MSFT) ETF
MSFY
$7.08M
$302K 0.02%
+12,446
SHOC icon
360
Strive US Semiconductor ETF
SHOC
$156M
$301K 0.02%
+4,386
BTI icon
361
British American Tobacco
BTI
$126B
$299K 0.02%
5,286
-3,062
MS icon
362
Morgan Stanley
MS
$290B
$296K 0.02%
1,665
+13
PDO
363
PIMCO Dynamic Income Opportunities Fund
PDO
$1.92B
$293K 0.02%
+21,206
HAS icon
364
Hasbro
HAS
$12.5B
$293K 0.02%
3,575
-74
APP icon
365
Applovin
APP
$176B
$292K 0.02%
+433
SCHP icon
366
Schwab US TIPS ETF
SCHP
$14.7B
$292K 0.02%
11,011
+166
ADBE icon
367
Adobe
ADBE
$123B
$287K 0.02%
819
-97
BKNG icon
368
Booking.com
BKNG
$166B
$286K 0.02%
53
+1
ABT icon
369
Abbott
ABT
$189B
$284K 0.02%
2,264
+7
AVAV icon
370
AeroVironment
AVAV
$15.6B
$283K 0.02%
1,171
+171
VPU icon
371
Vanguard Utilities ETF
VPU
$7.91B
$283K 0.02%
1,531
+1
DOW icon
372
Dow Inc
DOW
$20.1B
$282K 0.02%
12,059
+1,946
HYMB icon
373
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.97B
$282K 0.02%
11,293
AMAT icon
374
Applied Materials
AMAT
$253B
$279K 0.02%
1,087
+28
IBTO icon
375
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$435M
$279K 0.02%
11,342
+152
13 14
15
16 17