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
FTCS icon
101
First Trust Capital Strength ETF
FTCS
$8.28B
$2.52M 0.15%
27,224
-996
GEV icon
102
GE Vernova
GEV
$180B
$2.52M 0.15%
3,853
-948
ORCL icon
103
Oracle
ORCL
$512B
$2.48M 0.14%
12,707
+1,850
PM icon
104
Philip Morris
PM
$265B
$2.45M 0.14%
15,298
-218
DAL icon
105
Delta Air Lines
DAL
$45B
$2.44M 0.14%
35,225
-7,305
DSEP icon
106
FT Vest US Equity Deep Buffer ETF September
DSEP
$338M
$2.41M 0.14%
53,770
POWA icon
107
Invesco Bloomberg Pricing Power ETF
POWA
$193M
$2.4M 0.14%
26,690
+99
DIS icon
108
Walt Disney
DIS
$202B
$2.37M 0.14%
20,846
-157
ABBV icon
109
AbbVie
ABBV
$385B
$2.32M 0.14%
10,157
+1,102
QQQM icon
110
Invesco NASDAQ 100 ETF
QQQM
$71.8B
$2.32M 0.14%
9,176
+694
DUK icon
111
Duke Energy
DUK
$91.5B
$2.3M 0.13%
19,598
-384
SPG icon
112
Simon Property Group
SPG
$60.4B
$2.21M 0.13%
11,954
-485
NEM icon
113
Newmont
NEM
$133B
$2.2M 0.13%
22,020
-1,789
T icon
114
AT&T
T
$167B
$2.19M 0.13%
88,107
-728
WFC icon
115
Wells Fargo
WFC
$272B
$2.17M 0.13%
23,254
+258
XOM icon
116
Exxon Mobil
XOM
$564B
$2.13M 0.12%
17,679
+2,840
MRK icon
117
Merck
MRK
$271B
$2.09M 0.12%
19,889
+169
VZ icon
118
Verizon
VZ
$166B
$2.09M 0.12%
51,286
-1,687
FDX icon
119
FedEx
FDX
$72.8B
$2.08M 0.12%
7,185
-173
VUG icon
120
Vanguard Growth ETF
VUG
$201B
$1.99M 0.12%
4,089
+165
CRWD icon
121
CrowdStrike
CRWD
$114B
$1.97M 0.12%
4,210
+32
UPS icon
122
United Parcel Service
UPS
$92.7B
$1.96M 0.11%
19,734
+12,993
MGK icon
123
Vanguard Mega Cap Growth ETF
MGK
$31.8B
$1.95M 0.11%
4,713
-679
SPLV icon
124
Invesco S&P 500 Low Volatility ETF
SPLV
$7.4B
$1.93M 0.11%
27,023
-481
UBER icon
125
Uber
UBER
$172B
$1.9M 0.11%
23,215
+2,569
3 4
5
6 7