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
FCOR icon
51
Fidelity Corporate Bond ETF
FCOR
$317M
$5.63M 0.33%
117,716
+58,744
CIBR icon
52
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.7B
$5.62M 0.33%
78,603
-966
XME icon
53
State Street SPDR S&P Metals & Mining ETF
XME
$4.5B
$5.51M 0.32%
53,178
-17
PG icon
54
Procter & Gamble
PG
$350B
$5.2M 0.3%
36,283
-1,642
TBIL
55
US Treasury 3 Month Bill ETF
TBIL
$6.33B
$5.01M 0.29%
100,353
+7,714
XLK icon
56
State Street Technology Select Sector SPDR ETF
XLK
$93.3B
$5M 0.29%
34,753
-1,075
BAC icon
57
Bank of America
BAC
$378B
$4.95M 0.29%
90,069
+838
IBM icon
58
IBM
IBM
$275B
$4.94M 0.29%
16,661
+1,270
SPY icon
59
SPDR S&P 500 ETF Trust
SPY
$717B
$4.85M 0.28%
7,119
+743
DIVO icon
60
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.06B
$4.85M 0.28%
109,039
+1,069
NEE icon
61
NextEra Energy
NEE
$177B
$4.77M 0.28%
59,462
-760
HD icon
62
Home Depot
HD
$379B
$4.69M 0.27%
13,637
+125
GE icon
63
GE Aerospace
GE
$311B
$4.65M 0.27%
15,087
-1,393
IJH icon
64
iShares Core S&P Mid-Cap ETF
IJH
$109B
$4.61M 0.27%
69,877
+31
CAT icon
65
Caterpillar
CAT
$303B
$4.41M 0.26%
7,691
-74
BX icon
66
Blackstone
BX
$120B
$4.38M 0.26%
28,397
+4,460
SOXX icon
67
iShares Semiconductor ETF
SOXX
$21B
$4.33M 0.25%
14,366
-744
MCD icon
68
McDonald's
MCD
$218B
$4.27M 0.25%
13,982
-383
PANW icon
69
Palo Alto Networks
PANW
$127B
$4.21M 0.25%
22,833
-2,097
SKYY icon
70
First Trust Cloud Computing ETF
SKYY
$2.81B
$4.19M 0.25%
32,208
-8
IXUS icon
71
iShares Core MSCI Total International Stock ETF
IXUS
$54.2B
$4.19M 0.24%
49,482
+2,309
RTX icon
72
RTX Corp
RTX
$263B
$4.11M 0.24%
22,404
+657
COST icon
73
Costco
COST
$433B
$4.09M 0.24%
4,748
+135
ISRG icon
74
Intuitive Surgical
ISRG
$186B
$4.05M 0.24%
7,150
-175
IJR icon
75
iShares Core S&P Small-Cap ETF
IJR
$95.5B
$4.04M 0.24%
33,611
+1,396
1 2
3
4 5