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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
RDVY icon
51
First Trust Rising Dividend Achievers ETF
RDVY
$22.6B
$5.69M 0.34%
83,285
+961
PLTR icon
52
Palantir
PLTR
$327B
$5.53M 0.33%
37,812
+2,133
CIBR icon
53
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.2B
$5.38M 0.32%
85,861
+7,258
NEE icon
54
NextEra Energy
NEE
$175B
$5.33M 0.32%
57,419
-2,043
TBIL
55
F/m US Treasury 3 Month Bill Fund
TBIL
$7.14B
$5.33M 0.32%
106,883
+6,530
MA icon
56
Mastercard
MA
$429B
$5.26M 0.31%
10,533
+91
DIVO icon
57
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.09B
$5.24M 0.31%
116,838
+7,799
IYW icon
58
iShares US Technology ETF
IYW
$24.4B
$5.22M 0.31%
28,755
-145
PG icon
59
Procter & Gamble
PG
$338B
$5.18M 0.31%
35,831
-452
XME icon
60
State Street SPDR S&P Metals & Mining ETF
XME
$5.09B
$4.81M 0.29%
44,488
-8,690
COST icon
61
Costco
COST
$432B
$4.74M 0.28%
4,752
+4
IJH icon
62
iShares Core S&P Mid-Cap ETF
IJH
$119B
$4.72M 0.28%
69,827
-50
SPY icon
63
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$4.59M 0.27%
7,053
-66
SOXX icon
64
iShares Semiconductor ETF
SOXX
$38.4B
$4.53M 0.27%
13,789
-577
XLK icon
65
State Street Technology Select Sector SPDR ETF
XLK
$120B
$4.53M 0.27%
34,086
-667
HD icon
66
Home Depot
HD
$309B
$4.39M 0.26%
13,348
-289
IJR icon
67
iShares Core S&P Small-Cap ETF
IJR
$104B
$4.36M 0.26%
35,042
+1,431
RTX icon
68
RTX Corp
RTX
$241B
$4.3M 0.26%
22,289
-115
IXUS icon
69
iShares Core MSCI Total International Stock ETF
IXUS
$57.1B
$4.29M 0.26%
49,514
+32
MCD icon
70
McDonald's
MCD
$197B
$4.24M 0.25%
13,644
-338
PANW icon
71
Palo Alto Networks
PANW
$217B
$4.17M 0.25%
25,996
+3,163
IBIT icon
72
iShares Bitcoin Trust
IBIT
$49B
$4.13M 0.25%
107,414
-47,452
XLB icon
73
State Street Materials Select Sector SPDR ETF
XLB
$7.63B
$4.09M 0.24%
81,875
+2,204
XOP icon
74
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.42B
$4.06M 0.24%
22,320
-110
IWM icon
75
iShares Russell 2000 ETF
IWM
$78.5B
$3.99M 0.24%
16,097
+311
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3
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