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
$1.67B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.98M
3
+$1.94M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.76M
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$1.55M

Top Sells

1
+$4.91M
2
+$3.96M
3
+$1.03M
4
TEI
Templeton Emerging Markets Income Fund
TEI
+$898K
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$893K

Sector Composition

1 Technology 15.83%
2 Consumer Discretionary 5.72%
3 Communication Services 4.32%
4 Financials 4.24%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBTM icon
376
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$496M
$274K 0.02%
11,829
+118
FINX icon
377
Global X FinTech ETF
FINX
$248M
$273K 0.02%
8,159
+1
IBTL icon
378
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$471M
$271K 0.02%
13,196
+132
VT icon
379
Vanguard Total World Stock ETF
VT
$61.7B
$271K 0.02%
1,968
-298
C icon
380
Citigroup
C
$202B
$271K 0.02%
+2,666
AGX icon
381
Argan
AGX
$5.28B
$270K 0.02%
998
+46
IBTK icon
382
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$732M
$268K 0.02%
13,499
+130
XBI icon
383
State Street SPDR S&P Biotech ETF
XBI
$8.69B
$268K 0.02%
2,670
-35
IBTJ icon
384
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.1B
$265K 0.02%
12,064
+118
XLY icon
385
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.3B
$265K 0.02%
2,208
+2
MS icon
386
Morgan Stanley
MS
$290B
$263K 0.02%
1,652
STOT icon
387
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$340M
$262K 0.02%
+5,521
BITO icon
388
ProShares Bitcoin Strategy ETF
BITO
$2.41B
$255K 0.02%
12,944
+3,013
ITA icon
389
iShares US Aerospace & Defense ETF
ITA
$14.6B
$253K 0.02%
1,211
+99
CSX icon
390
CSX Corp
CSX
$66.6B
$248K 0.01%
6,994
-9
SUB icon
391
iShares Short-Term National Muni Bond ETF
SUB
$10.5B
$247K 0.01%
2,317
FTNT icon
392
Fortinet
FTNT
$57.7B
$247K 0.01%
2,934
-162
GDXJ icon
393
VanEck Junior Gold Miners ETF
GDXJ
$11.7B
$245K 0.01%
+2,476
NUE icon
394
Nucor
NUE
$41.3B
$244K 0.01%
1,805
+5
ECOR icon
395
electroCore
ECOR
$56.3M
$241K 0.01%
48,763
+6,980
PSX icon
396
Phillips 66
PSX
$57.2B
$241K 0.01%
1,772
-21
ENB icon
397
Enbridge
ENB
$104B
$240K 0.01%
4,757
+4
IVW icon
398
iShares S&P 500 Growth ETF
IVW
$66.3B
$238K 0.01%
1,973
-102
VB icon
399
Vanguard Small-Cap ETF
VB
$74.3B
$238K 0.01%
936
-9
UAMY icon
400
United States Antimony
UAMY
$1.43B
$233K 0.01%
+37,500
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