JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Fund
S&P 500
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
+$1.98M
2
+$1.98M
3
+$1.93M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.75M
5
CAVA icon
CAVA Group
CAVA
+$1.56M

Top Sells

1
+$4.59M
2
+$3.51M
3
+$953K
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$903K
5
TEI
Templeton Emerging Markets Income Fund
TEI
+$898K

Sector Composition

1 Technology 15.81%
2 Consumer Discretionary 5.72%
3 Communication Services 4.32%
4 Financials 4.25%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHI
401
Calamos Convertible Opportunities and Income Fund
CHI
$894M
$232K 0.01%
+21,525
DOW icon
402
Dow Inc
DOW
$25.1B
$232K 0.01%
10,113
-38,239
MORT icon
403
VanEck Mortgage REIT Income ETF
MORT
$398M
$229K 0.01%
21,237
-271
PYPL icon
404
PayPal
PYPL
$41.6B
$226K 0.01%
3,368
-68
PGR icon
405
Progressive
PGR
$122B
$223K 0.01%
905
+14
ORLY icon
406
O'Reilly Automotive
ORLY
$79.4B
$220K 0.01%
+2,041
GLQ
407
Clough Global Equity Fund
GLQ
$145M
$220K 0.01%
+28,907
SMH icon
408
VanEck Semiconductor ETF
SMH
$45.2B
$219K 0.01%
+672
TLT icon
409
iShares 20+ Year Treasury Bond ETF
TLT
$44.9B
$219K 0.01%
2,450
-948
BTC
410
Grayscale Bitcoin Mini Trust ETF
BTC
$3.07B
$218K 0.01%
4,306
-5
XSLV icon
411
Invesco S&P SmallCap Low Volatility ETF
XSLV
$236M
$217K 0.01%
4,682
+36
AMAT icon
412
Applied Materials
AMAT
$275B
$217K 0.01%
1,059
-176
BDX icon
413
Becton Dickinson
BDX
$46.9B
$216K 0.01%
+1,156
SDVD icon
414
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$804M
$216K 0.01%
+9,977
MPLX icon
415
MPLX
MPLX
$59.1B
$215K 0.01%
4,312
+51
AGI icon
416
Alamos Gold
AGI
$21.6B
$213K 0.01%
+6,108
PRCH icon
417
Porch Group
PRCH
$832M
$213K 0.01%
12,667
+1,640
CMG icon
418
Chipotle Mexican Grill
CMG
$45.5B
$212K 0.01%
5,403
+732
SQMX
419
FT Vest U.S. Equity Quarterly Max Buffer ETF
SQMX
$17.6M
$212K 0.01%
6,500
-5,100
OKLO
420
Oklo
OKLO
$9.87B
$212K 0.01%
+1,895
PLD icon
421
Prologis
PLD
$127B
$211K 0.01%
1,845
-168
SWAN icon
422
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$371M
$211K 0.01%
+6,545
WES icon
423
Western Midstream Partners
WES
$16.1B
$209K 0.01%
5,320
+119
PK icon
424
Park Hotels & Resorts
PK
$2.14B
$209K 0.01%
18,833
+70
ACN icon
425
Accenture
ACN
$125B
$208K 0.01%
+843
15 16
17
18 19