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
CG icon
351
Carlyle Group
CG
$19.2B
$289K 0.02%
5,631
-35
VLUE icon
352
iShares MSCI USA Value Factor ETF
VLUE
$8.45B
$285K 0.02%
2,516
-8
GJAN icon
353
FT Vest US Equity Moderate Buffer ETF January
GJAN
$366M
$282K 0.02%
7,062
HYMB icon
354
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.74B
$280K 0.02%
+11,293
IRM icon
355
Iron Mountain
IRM
$27B
$279K 0.02%
2,722
FINX icon
356
Global X FinTech ETF
FINX
$272M
$279K 0.02%
8,158
TEM
357
Tempus AI
TEM
$12.1B
$279K 0.02%
+4,392
CBSE icon
358
Clough Select Equity ETF
CBSE
$29.7M
$274K 0.02%
7,445
-11,220
AVAV icon
359
AeroVironment
AVAV
$14.8B
$274K 0.02%
+960
IBTO icon
360
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$404M
$271K 0.02%
11,076
+115
VPU icon
361
Vanguard Utilities ETF
VPU
$7.78B
$270K 0.02%
1,529
+1
IBTM icon
362
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$437M
$270K 0.02%
11,711
+117
HAS icon
363
Hasbro
HAS
$11.1B
$269K 0.02%
3,649
-16,885
IBTL icon
364
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$433M
$268K 0.02%
13,064
+131
MTUM icon
365
iShares MSCI USA Momentum Factor ETF
MTUM
$18.6B
$267K 0.02%
1,112
-98
IBTK icon
366
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$535M
$265K 0.02%
13,369
+130
MINT icon
367
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$265K 0.02%
+2,632
XMMO icon
368
Invesco S&P MidCap Momentum ETF
XMMO
$5.85B
$263K 0.02%
2,044
-122
CMG icon
369
Chipotle Mexican Grill
CMG
$41.5B
$262K 0.02%
4,671
-464
IBTJ icon
370
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$752M
$262K 0.02%
11,946
+117
CDNS icon
371
Cadence Design Systems
CDNS
$86B
$255K 0.02%
829
PYPL icon
372
PayPal
PYPL
$61.1B
$255K 0.02%
3,436
-168
DDOG icon
373
Datadog
DDOG
$65.2B
$254K 0.02%
+1,893
LMBS icon
374
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.4B
$254K 0.02%
5,150
+52
INTU icon
375
Intuit
INTU
$181B
$252K 0.02%
321
-73
13 14
15
16 17