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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
BE icon
426
Bloom Energy
BE
$72.1B
$226K 0.01%
+1,667
XSLV icon
427
Invesco S&P SmallCap Low Volatility ETF
XSLV
$234M
$224K 0.01%
4,743
+31
IVW icon
428
iShares S&P 500 Growth ETF
IVW
$73.5B
$224K 0.01%
1,976
+1
DYNF icon
429
BlackRock US Equity Factor Rotation ETF
DYNF
$36.1B
$220K 0.01%
3,787
+125
BKNG icon
430
Booking.com
BKNG
$126B
$220K 0.01%
1,300
-25
TLT icon
431
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$217K 0.01%
2,503
+18
HWM icon
432
Howmet Aerospace
HWM
$98.6B
$217K 0.01%
+940
SQMX
433
FT Vest U.S. Equity Quarterly Max Buffer ETF
SQMX
$45.2M
$216K 0.01%
6,500
BOAT icon
434
SonicShares Global Shipping ETF
BOAT
$74.8M
$216K 0.01%
+5,328
INTC icon
435
Intel
INTC
$554B
$216K 0.01%
+4,891
COWZ icon
436
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
$214K 0.01%
+3,417
COR icon
437
Cencora
COR
$53.3B
$212K 0.01%
675
+17
ED icon
438
Consolidated Edison
ED
$38.4B
$208K 0.01%
+1,839
B
439
Barrick Mining
B
$66.1B
$208K 0.01%
5,088
-460
AZN icon
440
AstraZeneca
AZN
$282B
$207K 0.01%
1,048
-1,134
QJUN icon
441
FT Vest Growth-100 Buffer ETF June
QJUN
$639M
$206K 0.01%
6,600
-600
SWAN icon
442
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$161M
$206K 0.01%
6,635
+46
GDXJ icon
443
VanEck Junior Gold Miners ETF
GDXJ
$7.47B
$205K 0.01%
+1,708
FBCG icon
444
Fidelity Blue Chip Growth ETF
FBCG
$6.74B
$205K 0.01%
4,086
ADI icon
445
Analog Devices
ADI
$197B
$204K 0.01%
+641
SLB icon
446
SLB Ltd
SLB
$84.5B
$204K 0.01%
+3,967
SMAY icon
447
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
$101M
$203K 0.01%
7,734
-21,683
MAR icon
448
Marriott International
MAR
$103B
$203K 0.01%
+621
PK icon
449
Park Hotels & Resorts
PK
$2.84B
$203K 0.01%
19,258
-65
ADP icon
450
Automatic Data Processing
ADP
$91.6B
$202K 0.01%
996
+6
16 17
18
19 20