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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
BROS icon
376
Dutch Bros
BROS
$7.72B
$279K 0.02%
5,511
-270
LYB icon
377
LyondellBasell Industries
LYB
$20.8B
$279K 0.02%
+3,461
IBTO icon
378
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$458M
$278K 0.02%
11,417
+75
IBTM icon
379
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$538M
$276K 0.02%
12,054
+74
MGV icon
380
Vanguard Mega Cap Value ETF
MGV
$12.6B
$275K 0.02%
+1,898
GLQ
381
Clough Global Equity Fund
GLQ
$157M
$275K 0.02%
36,481
+458
IBTL icon
382
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$557M
$274K 0.02%
13,450
+82
AGI icon
383
Alamos Gold
AGI
$15.1B
$272K 0.02%
6,113
+3
RYLD icon
384
Global X Russell 2000 Covered Call ETF
RYLD
$1.34B
$271K 0.02%
18,152
+6,127
IBTK icon
385
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$872M
$271K 0.02%
13,748
+82
SNDK
386
Sandisk
SNDK
$243B
$270K 0.02%
+425
ITB icon
387
iShares US Home Construction ETF
ITB
$2.61B
$269K 0.02%
2,974
+155
IBTJ icon
388
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.24B
$268K 0.02%
12,286
+74
FENI icon
389
Fidelity Enhanced International ETF
FENI
$9.67B
$268K 0.02%
7,206
+581
MTUM icon
390
iShares MSCI USA Momentum Factor ETF
MTUM
$26.4B
$268K 0.02%
1,115
+3
VT icon
391
Vanguard Total World Stock ETF
VT
$74.3B
$266K 0.02%
1,925
-43
XLY icon
392
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$266K 0.02%
2,439
+189
LMBS icon
393
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.28B
$264K 0.02%
5,307
-965
ARKG icon
394
ARK Genomic Revolution ETF
ARKG
$1.24B
$262K 0.02%
9,921
-3,433
BP icon
395
BP
BP
$113B
$262K 0.02%
+5,571
EPRF icon
396
Innovator S&P Investment Grade Preferred ETF
EPRF
$70.5M
$261K 0.02%
15,704
-7,002
GFEB icon
397
FT Vest US Equity Moderate Buffer ETF February
GFEB
$379M
$261K 0.02%
+6,340
VB icon
398
Vanguard Small-Cap ETF
VB
$77.6B
$260K 0.02%
991
+2
ENB icon
399
Enbridge
ENB
$121B
$258K 0.02%
4,770
+13
GLDM icon
400
SPDR Gold MiniShares Trust
GLDM
$29.4B
$257K 0.02%
2,777
+386
14 15
16
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