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
$1.38B
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$26.8M
3
+$20M
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$18.9M
5
MLPA icon
Global X MLP ETF
MLPA
+$11.7M

Top Sells

1
+$15.4M
2
+$14.5M
3
+$12.4M
4
EPRF icon
Innovator S&P Investment Grade Preferred ETF
EPRF
+$9.59M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$5.72M

Sector Composition

1 Technology 14.06%
2 Consumer Discretionary 5.45%
3 Financials 4.67%
4 Communication Services 3.9%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
26
iShares Russell 1000 ETF
IWB
$45.2B
$12.2M 0.89%
39,872
+175
MLPA icon
27
Global X MLP ETF
MLPA
$1.8B
$12M 0.87%
225,106
+219,336
JPM icon
28
JPMorgan Chase
JPM
$802B
$10.8M 0.78%
44,058
+1,132
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.06T
$10.4M 0.75%
19,470
+61
AIVL icon
30
WisdomTree US AI Enhanced Value Fund
AIVL
$394M
$9.74M 0.71%
88,698
+288
LMT icon
31
Lockheed Martin
LMT
$112B
$9.03M 0.66%
20,210
+19
GLD icon
32
SPDR Gold Trust
GLD
$132B
$8.91M 0.65%
30,932
-2,985
PG icon
33
Procter & Gamble
PG
$356B
$8.12M 0.59%
47,666
+1,515
IVV icon
34
iShares Core S&P 500 ETF
IVV
$667B
$8.01M 0.58%
14,260
+47
GOOG icon
35
Alphabet (Google) Class C
GOOG
$3.07T
$7.37M 0.54%
47,197
+1,007
V icon
36
Visa
V
$671B
$7.32M 0.53%
20,884
+580
IBIT icon
37
iShares Bitcoin Trust
IBIT
$84.3B
$7.05M 0.51%
150,558
-95,597
UNH icon
38
UnitedHealth
UNH
$326B
$6.6M 0.48%
12,597
+381
JPST icon
39
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$6.46M 0.47%
127,529
-1,040
VOO icon
40
Vanguard S&P 500 ETF
VOO
$765B
$6.2M 0.45%
12,066
+6,706
JNJ icon
41
Johnson & Johnson
JNJ
$464B
$6.02M 0.44%
36,300
+685
XLE icon
42
Energy Select Sector SPDR Fund
XLE
$26.7B
$5.94M 0.43%
63,520
+36,001
MA icon
43
Mastercard
MA
$519B
$5.9M 0.43%
10,765
+8
SHOP icon
44
Shopify
SHOP
$217B
$5.82M 0.42%
60,827
-1,253
CIBR icon
45
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.2B
$5.25M 0.38%
83,327
-2,250
MCD icon
46
McDonald's
MCD
$219B
$5.02M 0.36%
16,056
+1,308
AIRR icon
47
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.56B
$4.96M 0.36%
72,657
-7,339
HD icon
48
Home Depot
HD
$383B
$4.51M 0.33%
12,303
-1,305
NEE icon
49
NextEra Energy
NEE
$171B
$4.37M 0.32%
61,711
-402
AGG icon
50
iShares Core US Aggregate Bond ETF
AGG
$133B
$4.35M 0.32%
43,998
+31,817
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