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
$1.53B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.48M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M

Top Sells

1
+$1.97M
2
+$1.78M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.59M
5
DG icon
Dollar General
DG
+$1.35M

Sector Composition

1 Technology 15.42%
2 Consumer Discretionary 5.46%
3 Financials 4.37%
4 Communication Services 4.2%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
51
Home Depot
HD
$366B
$5.1M 0.33%
13,904
+1,601
IYW icon
52
iShares US Technology ETF
IYW
$22.2B
$5.01M 0.33%
28,900
-37
IBM icon
53
IBM
IBM
$285B
$4.99M 0.33%
16,921
+1,291
PANW icon
54
Palo Alto Networks
PANW
$140B
$4.92M 0.32%
24,052
-99
AXON icon
55
Axon Enterprise
AXON
$44B
$4.92M 0.32%
5,938
+624
RDVY icon
56
First Trust Rising Dividend Achievers ETF
RDVY
$17.1B
$4.8M 0.31%
76,570
+27,462
BA icon
57
Boeing
BA
$148B
$4.77M 0.31%
22,757
-2,327
XLK icon
58
Technology Select Sector SPDR Fund
XLK
$94.2B
$4.61M 0.3%
18,218
+459
COST icon
59
Costco
COST
$410B
$4.55M 0.3%
4,594
+297
DIVO icon
60
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.28B
$4.52M 0.3%
106,336
-79
AGG icon
61
iShares Core US Aggregate Bond ETF
AGG
$132B
$4.38M 0.29%
44,127
+129
IJH icon
62
iShares Core S&P Mid-Cap ETF
IJH
$98.9B
$4.3M 0.28%
69,282
-368
NEE icon
63
NextEra Energy
NEE
$175B
$4.28M 0.28%
61,591
-120
CBLS icon
64
Clough Hedged Equity ETF
CBLS
$40.8M
$4.25M 0.28%
147,916
+3,049
MCD icon
65
McDonald's
MCD
$219B
$4.23M 0.28%
14,485
-1,571
ISRG icon
66
Intuitive Surgical
ISRG
$200B
$4.16M 0.27%
7,661
-143
GE icon
67
GE Aerospace
GE
$321B
$4.14M 0.27%
16,081
+1,970
BAC icon
68
Bank of America
BAC
$386B
$4.12M 0.27%
87,063
+15,291
TBIL
69
US Treasury 3 Month Bill ETF
TBIL
$5.95B
$4.12M 0.27%
82,310
-2,108
SPY icon
70
SPDR S&P 500 ETF Trust
SPY
$667B
$3.93M 0.26%
6,368
+226
SKYY icon
71
First Trust Cloud Computing ETF
SKYY
$3.15B
$3.92M 0.26%
32,241
+28
SOXX icon
72
iShares Semiconductor ETF
SOXX
$15.8B
$3.79M 0.25%
15,895
-340
BX icon
73
Blackstone
BX
$108B
$3.73M 0.24%
24,917
-672
XME icon
74
State Street SPDR S&P Metals & Mining ETF
XME
$2.65B
$3.63M 0.24%
54,010
+560
IXUS icon
75
iShares Core MSCI Total International Stock ETF
IXUS
$50.6B
$3.6M 0.24%
46,517
+1,411
1 2
3
4 5