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
MTUM icon
376
iShares MSCI USA Momentum Factor ETF
MTUM
$21.2B
$278K 0.02%
1,112
VT icon
377
Vanguard Total World Stock ETF
VT
$61.7B
$278K 0.02%
1,968
IBTM icon
378
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$496M
$276K 0.02%
11,980
+151
GLQ
379
Clough Global Equity Fund
GLQ
$151M
$276K 0.02%
36,023
+7,116
IBTL icon
380
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$471M
$274K 0.02%
13,368
+172
SUN icon
381
Sunoco
SUN
$10.7B
$274K 0.02%
5,233
-529
ITB icon
382
iShares US Home Construction ETF
ITB
$2.96B
$271K 0.02%
2,819
+160
IBTK icon
383
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$732M
$271K 0.02%
13,666
+167
XLY icon
384
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.3B
$269K 0.02%
2,250
+42
IBTJ icon
385
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.1B
$268K 0.02%
12,212
+148
VYMI icon
386
Vanguard International High Dividend Yield ETF
VYMI
$15.5B
$266K 0.02%
+2,953
STOT icon
387
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$340M
$265K 0.02%
5,606
+85
LVHI icon
388
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.93B
$262K 0.02%
+7,114
EFAS icon
389
Global X MSCI SuperDividend EAFE ETF
EFAS
$37.6M
$261K 0.02%
+13,443
PLD icon
390
Prologis
PLD
$118B
$258K 0.02%
2,025
+180
LNG icon
391
Cheniere Energy
LNG
$44.5B
$258K 0.02%
1,328
-48
OIH icon
392
VanEck Oil Services ETF
OIH
$1.76B
$257K 0.02%
+904
UAN icon
393
CVR Partners
UAN
$1.23B
$256K 0.02%
+2,497
ITA icon
394
iShares US Aerospace & Defense ETF
ITA
$14.6B
$256K 0.01%
1,190
-21
VB icon
395
Vanguard Small-Cap ETF
VB
$74.3B
$255K 0.01%
989
+53
ADP icon
396
Automatic Data Processing
ADP
$105B
$255K 0.01%
990
-39
AGX icon
397
Argan
AGX
$5.28B
$252K 0.01%
804
-194
BABA icon
398
Alibaba
BABA
$423B
$251K 0.01%
1,713
-52
IVES
399
Dan IVES Wedbush AI Revolution ETF
IVES
$1.01B
$250K 0.01%
+7,914
C icon
400
Citigroup
C
$202B
$248K 0.01%
2,128
-538
14 15
16
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