JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Fund
S&P 500
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 +$2.83M
2 +$2.41M
3 +$2.17M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.88M
5
KHC icon
Kraft Heinz
KHC
+$1.38M

Top Sells

1 +$3.83M
2 +$2.87M
3 +$2.16M
4
BA icon
Boeing
BA
+$1.89M
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
RDDT icon
476
Reddit
RDDT
$26.5B
-902
OKLO
477
Oklo
OKLO
$9.65B
-1,895
DFII
478
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$16.2M
-18,758
GPZ
479
VanEck Alternative Asset Manager ETF
GPZ
$114M
-30,681
CMG icon
480
Chipotle Mexican Grill
CMG
$46B
-5,403
CSX icon
481
CSX Corp
CSX
$75.5B
-6,994
OUNZ icon
482
VanEck Merk Gold Trust
OUNZ
$3.14B
-7,600
PGR icon
483
Progressive
PGR
$121B
-905