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JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.68B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$20.1M
3
+$19.2M
4
VTV icon
Vanguard Value ETF
VTV
+$16.5M
5
MORT icon
VanEck Mortgage REIT Income ETF
MORT
+$15.4M

Top Sells

1
+$26.6M
2
+$20.4M
3
+$20.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$10.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.6M

Sector Composition

1 Technology 13.66%
2 Consumer Discretionary 4.69%
3 Communication Services 4.28%
4 Industrials 3.89%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLC icon
351
State Street Communication Services Select Sector SPDR ETF
XLC
$23.9B
$318K 0.02%
2,865
+69
WELL icon
352
Welltower
WELL
$141B
$316K 0.02%
1,597
+450
ETHE
353
Grayscale Ethereum Staking ETF Shares
ETHE
$1.37B
$315K 0.02%
18,428
+75
COP icon
354
ConocoPhillips
COP
$145B
$312K 0.02%
+2,365
LVHI icon
355
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.91B
$311K 0.02%
7,665
+551
BTI icon
356
British American Tobacco
BTI
$129B
$309K 0.02%
5,286
ALL icon
357
Allstate
ALL
$55.4B
$308K 0.02%
1,484
+4
BCX icon
358
BlackRock Resources & Commodities Strategy Trust
BCX
$893M
$305K 0.02%
25,271
+8,437
VPU icon
359
Vanguard Utilities ETF
VPU
$8.38B
$303K 0.02%
1,531
CBSE icon
360
Clough Select Equity ETF
CBSE
$52.2M
$302K 0.02%
7,571
-1,874
AB icon
361
AllianceBernstein
AB
$3.42B
$301K 0.02%
8,052
+23
HLAL icon
362
Wahed FTSE USA Shariah ETF
HLAL
$899M
$301K 0.02%
+5,070
LBRT icon
363
Liberty Energy
LBRT
$4.69B
$296K 0.02%
10,268
-7,803
VOOG icon
364
Vanguard S&P 500 Growth ETF
VOOG
$25.6B
$295K 0.02%
4,344
-228
SCHP icon
365
Schwab US TIPS ETF
SCHP
$15.6B
$293K 0.02%
11,011
PRU icon
366
Prudential Financial
PRU
$36B
$292K 0.02%
2,986
-69
SMH icon
367
VanEck Semiconductor ETF
SMH
$68.3B
$290K 0.02%
757
-186
VYMI icon
368
Vanguard International High Dividend Yield ETF
VYMI
$19.2B
$289K 0.02%
3,070
+117
MJ icon
369
Amplify Alternative Harvest ETF
MJ
$135M
$289K 0.02%
12,535
-96,589
DKNG icon
370
DraftKings
DKNG
$12.3B
$288K 0.02%
13,303
-1,408
ABT icon
371
Abbott
ABT
$158B
$284K 0.02%
2,768
+504
LIN icon
372
Linde
LIN
$232B
$284K 0.02%
+573
MDY icon
373
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$282K 0.02%
+456
HYMB icon
374
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.96B
$280K 0.02%
11,293
NEXT icon
375
NextDecade
NEXT
$2.24B
$280K 0.02%
36,539
-79,831
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