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
ITB icon
376
iShares US Home Construction ETF
ITB
$2.97B
$247K 0.02%
2,656
-104
SUB icon
377
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$246K 0.02%
2,317
OUNZ icon
378
VanEck Merk Gold Trust
OUNZ
$2.29B
$242K 0.02%
7,600
XLY icon
379
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.8B
$240K 0.02%
1,103
+2
EE icon
380
Excelerate Energy
EE
$848M
$238K 0.02%
8,129
+8
PGR icon
381
Progressive
PGR
$131B
$238K 0.02%
891
+19
GDX icon
382
VanEck Gold Miners ETF
GDX
$22.3B
$237K 0.02%
4,555
+150
DVN icon
383
Devon Energy
DVN
$22B
$236K 0.02%
7,417
-1,139
NUE icon
384
Nucor
NUE
$33.4B
$233K 0.02%
1,800
+8
MS icon
385
Morgan Stanley
MS
$263B
$233K 0.02%
+1,652
CSX icon
386
CSX Corp
CSX
$65B
$229K 0.01%
7,003
-4
IVW icon
387
iShares S&P 500 Growth ETF
IVW
$66.1B
$228K 0.01%
2,075
-161
MYGN icon
388
Myriad Genetics
MYGN
$592M
$227K 0.01%
+42,807
MORT icon
389
VanEck Mortgage REIT Income ETF
MORT
$318M
$227K 0.01%
21,508
-276
AMAT icon
390
Applied Materials
AMAT
$178B
$226K 0.01%
+1,235
XBI icon
391
State Street SPDR S&P Biotech ETF
XBI
$6.48B
$224K 0.01%
2,705
-1,366
VB icon
392
Vanguard Small-Cap ETF
VB
$66.2B
$224K 0.01%
945
-44
SAP icon
393
SAP
SAP
$293B
$222K 0.01%
+730
ECOR icon
394
electroCore
ECOR
$45.7M
$221K 0.01%
41,783
+8,800
MPLX icon
395
MPLX
MPLX
$52.8B
$219K 0.01%
4,261
-2,173
CMI icon
396
Cummins
CMI
$64.5B
$217K 0.01%
+663
LIN icon
397
Linde
LIN
$200B
$216K 0.01%
461
-28
ENB icon
398
Enbridge
ENB
$105B
$215K 0.01%
4,753
-4,626
PSX icon
399
Phillips 66
PSX
$56.2B
$214K 0.01%
1,793
+147
QJUN icon
400
FT Vest Growth-100 Buffer ETF June
QJUN
$646M
$214K 0.01%
+7,227
14 15
16
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