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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
CG icon
401
Carlyle Group
CG
$15.7B
$257K 0.02%
5,317
-306
SDY icon
402
State Street SPDR S&P Dividend ETF
SDY
$21B
$256K 0.02%
+1,756
JBL icon
403
Jabil
JBL
$38.4B
$249K 0.01%
938
-134
BND icon
404
Vanguard Total Bond Market
BND
$156B
$249K 0.01%
+3,375
MPLX icon
405
MPLX
MPLX
$57.2B
$247K 0.01%
4,328
-12
SUB icon
406
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$247K 0.01%
2,317
C icon
407
Citigroup
C
$227B
$247K 0.01%
2,176
+48
CLX icon
408
Clorox
CLX
$11.5B
$243K 0.01%
2,341
-81
RCL icon
409
Royal Caribbean
RCL
$72.9B
$242K 0.01%
881
-1
FTNT icon
410
Fortinet
FTNT
$105B
$239K 0.01%
2,927
-48
SOFI icon
411
SoFi Technologies
SOFI
$21.2B
$238K 0.01%
15,014
-38,173
DBND icon
412
DoubleLine Opportunistic Bond ETF
DBND
$723M
$235K 0.01%
+5,124
DCRE icon
413
DoubleLine Commercial Real Estate Debt ETF
DCRE
$449M
$234K 0.01%
+4,510
CCJ icon
414
Cameco
CCJ
$45.9B
$234K 0.01%
+2,152
DJIA icon
415
Global X Dow 30 Covered Call ETF
DJIA
$175M
$233K 0.01%
+11,085
MUB icon
416
iShares National Muni Bond ETF
MUB
$45.2B
$233K 0.01%
+2,193
DGRO icon
417
iShares Core Dividend Growth ETF
DGRO
$40.5B
$233K 0.01%
+3,316
OXY icon
418
Occidental Petroleum
OXY
$57.2B
$231K 0.01%
+3,547
PTON icon
419
Peloton Interactive
PTON
$2.45B
$230K 0.01%
53,694
+1,250
QTUM icon
420
Defiance Quantum ETF
QTUM
$5.83B
$229K 0.01%
2,131
+41
WES icon
421
Western Midstream Partners
WES
$17.5B
$229K 0.01%
5,552
+112
ITW icon
422
Illinois Tool Works
ITW
$72.6B
$228K 0.01%
+878
CSX icon
423
CSX Corp
CSX
$87.5B
$227K 0.01%
+5,532
MISL icon
424
First Trust Indxx Aerospace & Defense ETF
MISL
$798M
$226K 0.01%
+5,065
EDU icon
425
New Oriental
EDU
$7.2B
$226K 0.01%
3,989
15 16
17
18 19