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JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.68B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$20.1M
3
+$19.2M
4
VTV icon
Vanguard Value ETF
VTV
+$16.5M
5
MORT icon
VanEck Mortgage REIT Income ETF
MORT
+$15.4M

Top Sells

1
+$26.6M
2
+$20.4M
3
+$20.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$10.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.6M

Sector Composition

1 Technology 13.66%
2 Consumer Discretionary 4.69%
3 Communication Services 4.28%
4 Industrials 3.89%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MLPA icon
26
Global X MLP ETF
MLPA
$2.16B
$14.7M 0.87%
272,694
+42,629
JPM icon
27
JPMorgan Chase
JPM
$838B
$14.6M 0.87%
49,723
+3,373
FTSM icon
28
First Trust Enhanced Short Maturity ETF
FTSM
$6.47B
$14.4M 0.86%
240,449
-20,008
IWB icon
29
iShares Russell 1000 ETF
IWB
$48B
$14.3M 0.85%
40,216
+48
LMT icon
30
Lockheed Martin
LMT
$120B
$12.8M 0.76%
21,121
+417
TOTL icon
31
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.13B
$12.6M 0.75%
318,012
+95,553
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.39T
$11.8M 0.7%
41,024
-1,863
AIVL icon
33
WisdomTree US AI Enhanced Value Fund
AIVL
$398M
$10.4M 0.62%
90,139
+277
JNJ icon
34
Johnson & Johnson
JNJ
$557B
$9.48M 0.56%
38,788
-388
IVV icon
35
iShares Core S&P 500 ETF
IVV
$839B
$9.29M 0.55%
14,219
-260
FCOR icon
36
Fidelity Corporate Bond ETF
FCOR
$348M
$9.12M 0.54%
193,421
+75,705
GLD icon
37
SPDR Gold Trust
GLD
$143B
$9.08M 0.54%
21,091
-9,679
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.05T
$9.06M 0.54%
18,909
+96
JPST icon
39
JPMorgan Ultra-Short Income ETF
JPST
$38.7B
$8.82M 0.52%
174,308
+22,454
IEMG icon
40
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$8.77M 0.52%
125,776
+81,195
AVGO icon
41
Broadcom
AVGO
$1.87T
$8.38M 0.5%
27,066
+2,864
SHOP icon
42
Shopify
SHOP
$144B
$7.78M 0.46%
65,597
+293
XLE icon
43
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$7.58M 0.45%
123,814
-5,243
SHY icon
44
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$7.42M 0.44%
89,845
-245,281
IEFA icon
45
iShares Core MSCI EAFE ETF
IEFA
$183B
$7.38M 0.44%
81,506
+64,266
CAT icon
46
Caterpillar
CAT
$418B
$7.04M 0.42%
9,934
+2,243
VOO icon
47
Vanguard S&P 500 ETF
VOO
$977B
$6.85M 0.41%
11,463
-252
MMSC icon
48
First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
$50.8M
$6.76M 0.4%
285,312
-14,100
WMT icon
49
Walmart Inc
WMT
$953B
$6.75M 0.4%
54,328
-1,046
V icon
50
Visa
V
$608B
$6.55M 0.39%
21,684
+744
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