JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.67B
1-Year Est. Return 22.71%
This Quarter Est. Return
1 Year Est. Return
+22.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.98M
3
+$1.94M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.76M
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$1.55M

Top Sells

1
+$4.91M
2
+$3.96M
3
+$1.03M
4
TEI
Templeton Emerging Markets Income Fund
TEI
+$898K
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$893K

Sector Composition

1 Technology 15.83%
2 Consumer Discretionary 5.72%
3 Communication Services 4.32%
4 Financials 4.24%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
51
Walmart
WMT
$901B
$5.62M 0.34%
54,509
+1,548
HD icon
52
Home Depot
HD
$349B
$5.48M 0.33%
13,512
-392
RDVY icon
53
First Trust Rising Dividend Achievers ETF
RDVY
$18.5B
$5.41M 0.32%
80,485
+3,915
PANW icon
54
Palo Alto Networks
PANW
$136B
$5.08M 0.3%
24,930
+878
XLK icon
55
State Street Technology Select Sector SPDR ETF
XLK
$48.1B
$5.05M 0.3%
17,914
-304
GE icon
56
GE Aerospace
GE
$302B
$4.96M 0.3%
16,480
+399
XME icon
57
State Street SPDR S&P Metals & Mining ETF
XME
$2.88B
$4.96M 0.3%
53,195
-815
BA icon
58
Boeing
BA
$156B
$4.95M 0.3%
22,927
+170
DIVO icon
59
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.68B
$4.81M 0.29%
107,970
+1,634
TBIL
60
US Treasury 3 Month Bill ETF
TBIL
$6.33B
$4.63M 0.28%
92,639
+10,329
BAC icon
61
Bank of America
BAC
$393B
$4.6M 0.28%
89,231
+2,168
IJH icon
62
iShares Core S&P Mid-Cap ETF
IJH
$101B
$4.56M 0.27%
69,846
+564
NEE icon
63
NextEra Energy
NEE
$170B
$4.55M 0.27%
60,222
-1,369
AGG icon
64
iShares Core US Aggregate Bond ETF
AGG
$134B
$4.44M 0.27%
44,274
+147
MCD icon
65
McDonald's
MCD
$221B
$4.37M 0.26%
14,365
-120
IBM icon
66
IBM
IBM
$290B
$4.34M 0.26%
15,391
-1,530
SKYY icon
67
First Trust Cloud Computing ETF
SKYY
$3.15B
$4.33M 0.26%
32,216
-25
COST icon
68
Costco
COST
$393B
$4.27M 0.26%
4,613
+19
SPY icon
69
SPDR S&P 500 ETF Trust
SPY
$702B
$4.25M 0.25%
6,376
+8
MJ icon
70
Amplify Alternative Harvest ETF
MJ
$128M
$4.12M 0.25%
110,197
+22
SOXX icon
71
iShares Semiconductor ETF
SOXX
$17.6B
$4.1M 0.25%
15,110
-785
BX icon
72
Blackstone
BX
$117B
$4.09M 0.24%
23,937
-980
AXON icon
73
Axon Enterprise
AXON
$43.7B
$4.02M 0.24%
5,595
-343
IXUS icon
74
iShares Core MSCI Total International Stock ETF
IXUS
$51.2B
$3.9M 0.23%
47,173
+656
CBLS icon
75
Clough Hedged Equity ETF
CBLS
$41.9M
$3.84M 0.23%
133,508
-14,408
1 2
3
4 5