JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.53B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.48M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M

Top Sells

1
+$1.97M
2
+$1.78M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.59M
5
DG icon
Dollar General
DG
+$1.35M

Sector Composition

1 Technology 15.42%
2 Consumer Discretionary 5.46%
3 Financials 4.37%
4 Communication Services 4.2%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
26
iShares Russell 1000 ETF
IWB
$45.2B
$13.5M 0.89%
39,887
+15
LLY icon
27
Eli Lilly
LLY
$736B
$13.5M 0.88%
17,335
+2,348
MLPA icon
28
Global X MLP ETF
MLPA
$1.8B
$11.2M 0.73%
222,177
-2,929
AIVL icon
29
WisdomTree US AI Enhanced Value Fund
AIVL
$394M
$10.1M 0.66%
89,066
+368
GLD icon
30
SPDR Gold Trust
GLD
$132B
$9.48M 0.62%
31,097
+165
LMT icon
31
Lockheed Martin
LMT
$112B
$9.46M 0.62%
20,425
+215
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.06T
$9.41M 0.62%
19,361
-109
IBIT icon
33
iShares Bitcoin Trust
IBIT
$84.3B
$9.32M 0.61%
152,227
+1,669
IVV icon
34
iShares Core S&P 500 ETF
IVV
$667B
$8.85M 0.58%
14,251
-9
GOOG icon
35
Alphabet (Google) Class C
GOOG
$3.07T
$8.21M 0.54%
46,287
-910
V icon
36
Visa
V
$671B
$7.45M 0.49%
20,996
+112
SHOP icon
37
Shopify
SHOP
$217B
$7.04M 0.46%
61,003
+176
VOO icon
38
Vanguard S&P 500 ETF
VOO
$765B
$6.86M 0.45%
12,069
+3
JPST icon
39
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$6.59M 0.43%
130,010
+2,481
AVGO icon
40
Broadcom
AVGO
$1.63T
$6.55M 0.43%
23,767
+2,015
PG icon
41
Procter & Gamble
PG
$356B
$6.26M 0.41%
39,290
-8,376
MMSC icon
42
First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
$28.9M
$6.12M 0.4%
296,289
+82,991
MA icon
43
Mastercard
MA
$519B
$6.04M 0.39%
10,741
-24
CIBR icon
44
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.2B
$6M 0.39%
79,390
-3,937
AIRR icon
45
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.56B
$5.98M 0.39%
73,419
+762
JNJ icon
46
Johnson & Johnson
JNJ
$464B
$5.74M 0.38%
37,598
+1,298
PLTR icon
47
Palantir
PLTR
$428B
$5.58M 0.36%
40,909
+5,221
XLE icon
48
Energy Select Sector SPDR Fund
XLE
$26.7B
$5.44M 0.36%
64,085
+565
TOTL icon
49
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.9B
$5.27M 0.34%
131,414
+38,225
WMT icon
50
Walmart
WMT
$852B
$5.18M 0.34%
52,961
+13,039
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