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
IWB icon
26
iShares Russell 1000 ETF
IWB
$46.6B
$15M 0.88%
40,168
+184
JPM icon
27
JPMorgan Chase
JPM
$819B
$14.9M 0.87%
46,350
-161
GOOG icon
28
Alphabet (Google) Class C
GOOG
$3.99T
$13.5M 0.79%
42,887
-1,778
GLD icon
29
SPDR Gold Trust
GLD
$170B
$12.2M 0.71%
30,770
-226
MLPA icon
30
Global X MLP ETF
MLPA
$1.96B
$11.1M 0.65%
230,065
-5,189
SHOP icon
31
Shopify
SHOP
$179B
$10.5M 0.61%
65,304
+4,308
AIVL icon
32
WisdomTree US AI Enhanced Value Fund
AIVL
$393M
$10.3M 0.6%
89,862
+428
LMT icon
33
Lockheed Martin
LMT
$137B
$10M 0.59%
20,704
-443
IVV icon
34
iShares Core S&P 500 ETF
IVV
$767B
$9.92M 0.58%
14,479
+270
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.05T
$9.46M 0.55%
18,813
+731
TOTL icon
36
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.09B
$8.95M 0.52%
222,459
+59,478
AVGO icon
37
Broadcom
AVGO
$1.54T
$8.38M 0.49%
24,202
-985
JNJ icon
38
Johnson & Johnson
JNJ
$526B
$8.11M 0.47%
39,176
+1,608
IBIT icon
39
iShares Bitcoin Trust
IBIT
$69.8B
$7.69M 0.45%
154,866
+2,880
JPST icon
40
JPMorgan Ultra-Short Income ETF
JPST
$36B
$7.68M 0.45%
151,854
+23,962
VOO icon
41
Vanguard S&P 500 ETF
VOO
$848B
$7.35M 0.43%
11,715
-157
V icon
42
Visa
V
$629B
$7.34M 0.43%
20,940
-9
MMSC icon
43
First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
$40.8M
$7.17M 0.42%
299,412
+2,693
AIRR icon
44
First Trust RBA American Industrial Renaissance ETF
AIRR
$7.82B
$7.15M 0.42%
72,734
-24
PLTR icon
45
Palantir
PLTR
$395B
$6.34M 0.37%
35,679
-4,122
WMT icon
46
Walmart Inc
WMT
$939B
$6.17M 0.36%
55,374
+865
MA icon
47
Mastercard
MA
$479B
$5.96M 0.35%
10,442
-171
IYW icon
48
iShares US Technology ETF
IYW
$20.8B
$5.77M 0.34%
28,900
-1
XLE icon
49
State Street Energy Select Sector SPDR ETF
XLE
$29.9B
$5.77M 0.34%
129,057
+919
RDVY icon
50
First Trust Rising Dividend Achievers ETF
RDVY
$20.1B
$5.72M 0.33%
82,324
+1,839
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