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
DIVO icon
51
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.25B
$4.34M 0.31%
106,415
-2,266
BA icon
52
Boeing
BA
$165B
$4.28M 0.31%
25,084
+1,032
TBIL
53
US Treasury 3 Month Bill ETF
TBIL
$5.96B
$4.22M 0.31%
84,418
+20,808
PANW icon
54
Palo Alto Networks
PANW
$146B
$4.12M 0.3%
24,151
-202
COST icon
55
Costco
COST
$417B
$4.06M 0.3%
4,297
+86
IJH icon
56
iShares Core S&P Mid-Cap ETF
IJH
$101B
$4.06M 0.3%
69,650
+10,757
IYW icon
57
iShares US Technology ETF
IYW
$22.4B
$4.06M 0.3%
28,937
+234
IBM icon
58
IBM
IBM
$265B
$3.89M 0.28%
15,630
-1,262
MMSC icon
59
First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
$28.9M
$3.88M 0.28%
213,298
+44,607
ISRG icon
60
Intuitive Surgical
ISRG
$198B
$3.87M 0.28%
7,804
-12
CBLS icon
61
Clough Hedged Equity ETF
CBLS
$42.4M
$3.79M 0.27%
144,867
+4,434
TOTL icon
62
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.9B
$3.75M 0.27%
93,189
+12,548
XLK icon
63
Technology Select Sector SPDR Fund
XLK
$95B
$3.67M 0.27%
17,759
+33
AVGO icon
64
Broadcom
AVGO
$1.63T
$3.64M 0.26%
21,752
+1,646
BX icon
65
Blackstone
BX
$121B
$3.58M 0.26%
25,589
-6,184
CAT icon
66
Caterpillar
CAT
$244B
$3.53M 0.26%
10,716
+584
WMT icon
67
Walmart
WMT
$852B
$3.5M 0.25%
39,922
+5,142
SPY icon
68
SPDR S&P 500 ETF Trust
SPY
$667B
$3.44M 0.25%
6,142
+157
XLB icon
69
Materials Select Sector SPDR Fund
XLB
$5.52B
$3.31M 0.24%
+38,510
SKYY icon
70
First Trust Cloud Computing ETF
SKYY
$3.26B
$3.29M 0.24%
32,213
-958
QCOM icon
71
Qualcomm
QCOM
$183B
$3.27M 0.24%
21,260
-123
DIS icon
72
Walt Disney
DIS
$203B
$3.23M 0.23%
32,758
-1,669
XOP icon
73
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.85B
$3.19M 0.23%
+24,232
UNP icon
74
Union Pacific
UNP
$131B
$3.17M 0.23%
13,437
+435
IXUS icon
75
iShares Core MSCI Total International Stock ETF
IXUS
$50.4B
$3.15M 0.23%
45,106
-40,905
1 2
3
4 5