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
$1.71B
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.64M
3
+$2.39M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.89M
5
KHC icon
Kraft Heinz
KHC
+$1.34M

Top Sells

1
+$3.83M
2
+$2.85M
3
+$2.16M
4
BA icon
Boeing
BA
+$2M
5
CAVA icon
CAVA Group
CAVA
+$1.58M

Sector Composition

1 Technology 15.3%
2 Consumer Discretionary 5.22%
3 Communication Services 4.63%
4 Financials 4.21%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENB icon
426
Enbridge
ENB
$104B
$228K 0.01%
4,757
BDX icon
427
Becton Dickinson
BDX
$58.7B
$226K 0.01%
1,162
+6
FBCG icon
428
Fidelity Blue Chip Growth ETF
FBCG
$5.36B
$224K 0.01%
+4,086
DYNF icon
429
BlackRock US Equity Factor Rotation ETF
DYNF
$31.5B
$223K 0.01%
+3,662
COR icon
430
Cencora
COR
$68.4B
$222K 0.01%
658
+5
EDU icon
431
New Oriental
EDU
$8.98B
$220K 0.01%
+3,989
HOOD icon
432
Robinhood
HOOD
$95.5B
$219K 0.01%
1,939
+9
XSLV icon
433
Invesco S&P SmallCap Low Volatility ETF
XSLV
$242M
$219K 0.01%
4,712
+30
MORT icon
434
VanEck Mortgage REIT Income ETF
MORT
$402M
$218K 0.01%
20,781
-456
SQMX
435
FT Vest U.S. Equity Quarterly Max Buffer ETF
SQMX
$36M
$217K 0.01%
6,500
TLT icon
436
iShares 20+ Year Treasury Bond ETF
TLT
$46.7B
$217K 0.01%
2,485
+35
XYLD icon
437
Global X S&P 500 Covered Call ETF
XYLD
$3.13B
$216K 0.01%
+5,323
WES icon
438
Western Midstream Partners
WES
$16.7B
$215K 0.01%
5,440
+120
SWAN icon
439
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$373M
$214K 0.01%
6,589
+44
WELL icon
440
Welltower
WELL
$125B
$213K 0.01%
+1,147
COIN icon
441
Coinbase
COIN
$60.2B
$209K 0.01%
+925
FBND icon
442
Fidelity Total Bond ETF
FBND
$23.8B
$209K 0.01%
+4,529
GLDM icon
443
SPDR Gold MiniShares Trust
GLDM
$29.8B
$204K 0.01%
+2,391
PK icon
444
Park Hotels & Resorts
PK
$2.32B
$202K 0.01%
19,323
+490
AZN icon
445
AstraZeneca
AZN
$284B
$201K 0.01%
+2,182
BCX icon
446
BlackRock Resources & Commodities Strategy Trust
BCX
$938M
$185K 0.01%
+16,834
RYLD icon
447
Global X Russell 2000 Covered Call ETF
RYLD
$1.32B
$184K 0.01%
+12,025
BITO icon
448
ProShares Bitcoin Strategy ETF
BITO
$2.41B
$132K 0.01%
10,825
-2,119
AGNC icon
449
AGNC Investment
AGNC
$12.6B
$125K 0.01%
11,615
-18,475
IVR icon
450
Invesco Mortgage Capital
IVR
$640M
$104K 0.01%
12,370
+143
16 17
18
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