JIP
Jaffetilchin Investment Partners Portfolio holdings
AUM
$1.67B
1-Year Est. Return
22.71%
1 Year Est. Return
+22.71%
AUM
$1.67B
AUM Growth
+$142M
(+9.3%)
Holding
467
Top Buys
| 1 | +$1.99M | |
| 2 | +$1.98M | |
| 3 | +$1.94M | |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$1.76M |
| 5 |
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 |
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 | |
|---|---|---|---|---|---|---|
451
EOG Resources
EOG
$59.9B
| – | – |
-2,712
|
|
||
452
Cambria Emerging Shareholder Yield ETF
EYLD
$624M
| – | – |
-10,903
|
|
||
453
First Trust Natural Gas ETF
FCG
$453M
| – | – |
-12,585
|
|
||
|
FISV
454
Fiserv Inc
FISV
$35.3B
| – | – |
-1,194
|
|
||
455
FMC
FMC
$1.63B
| – | – |
-14,510
|
|
||
456
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.19B
| – | – |
-11,868
|
|
||
457
iShares Expanded Tech-Software Sector ETF
IGV
$8.44B
| – | – |
-2,742
|
|
||
458
Intuit
INTU
$183B
| – | – |
-321
|
|
||
459
Iridium Communications
IRDM
$1.84B
| – | – |
-13,011
|
|
||
460
Iron Mountain
IRM
$24.9B
| – | – |
-2,722
|
|
||
461
Kinder Morgan
KMI
$61.1B
| – | – |
-28,176
|
|
||
462
lululemon athletica
LULU
$21.6B
| – | – |
-1,405
|
|
||
463
Kurv Yield Premium Strategy Microsoft (MSFT) ETF
MSFY
$6.76M
| – | – |
-21,842
|
|
||
464
Myriad Genetics
MYGN
$670M
| – | – |
-42,807
|
|
||
|
NNDM
465
Nano Dimension
NNDM
$397M
| – | – |
-10,000
|
|
||
466
Novo Nordisk
NVO
$208B
| – | – |
-5,924
|
|
||
467
Paychex
PAYX
$40.4B
| – | – |
-1,453
|
|