JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.67B
1-Year Est. Return 22.71%
This Quarter Est. Return
1 Year Est. Return
+22.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.98M
3
+$1.94M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.76M
5
BSJQ icon
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
KNG icon
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
IWB icon
26
iShares Russell 1000 ETF
IWB
$45.6B
$14.6M 0.87%
39,984
+97
LLY icon
27
Eli Lilly
LLY
$889B
$14.5M 0.87%
18,988
+1,653
MLPA icon
28
Global X MLP ETF
MLPA
$1.83B
$11.4M 0.68%
235,254
+13,077
GLD icon
29
SPDR Gold Trust
GLD
$141B
$11M 0.66%
30,996
-101
GOOG icon
30
Alphabet (Google) Class C
GOOG
$3.78T
$10.9M 0.65%
44,665
-1,622
LMT icon
31
Lockheed Martin
LMT
$107B
$10.6M 0.63%
21,147
+722
AIVL icon
32
WisdomTree US AI Enhanced Value Fund
AIVL
$380M
$10.2M 0.61%
89,434
+368
IBIT icon
33
iShares Bitcoin Trust
IBIT
$70.3B
$9.88M 0.59%
151,986
-241
IVV icon
34
iShares Core S&P 500 ETF
IVV
$734B
$9.51M 0.57%
14,209
-42
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.07T
$9.09M 0.54%
18,082
-1,279
SHOP icon
36
Shopify
SHOP
$205B
$9.06M 0.54%
60,996
-7
AVGO icon
37
Broadcom
AVGO
$1.9T
$8.31M 0.5%
25,187
+1,420
VOO icon
38
Vanguard S&P 500 ETF
VOO
$824B
$7.27M 0.44%
11,872
-197
PLTR icon
39
Palantir
PLTR
$433B
$7.26M 0.43%
39,801
-1,108
V icon
40
Visa
V
$629B
$7.15M 0.43%
20,949
-47
AIRR icon
41
First Trust RBA American Industrial Renaissance ETF
AIRR
$6.2B
$7.03M 0.42%
72,758
-661
JNJ icon
42
Johnson & Johnson
JNJ
$488B
$6.97M 0.42%
37,568
-30
MMSC icon
43
First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
$35.6M
$6.9M 0.41%
296,719
+430
TOTL icon
44
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.01B
$6.61M 0.4%
162,981
+31,567
JPST icon
45
JPMorgan Ultra-Short Income ETF
JPST
$35.3B
$6.49M 0.39%
127,892
-2,118
CIBR icon
46
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.3B
$6.05M 0.36%
79,569
+179
MA icon
47
Mastercard
MA
$484B
$6.04M 0.36%
10,613
-128
PG icon
48
Procter & Gamble
PG
$326B
$5.83M 0.35%
37,925
-1,365
XLE icon
49
State Street Energy Select Sector SPDR ETF
XLE
$13.7B
$5.72M 0.34%
64,069
-16
IYW icon
50
iShares US Technology ETF
IYW
$21.6B
$5.66M 0.34%
28,901
+1
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