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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
AMD icon
101
Advanced Micro Devices
AMD
$801B
$2.81M 0.17%
13,823
+6,004
BA icon
102
Boeing
BA
$171B
$2.76M 0.16%
13,863
+129
DAL icon
103
Delta Air Lines
DAL
$51.8B
$2.73M 0.16%
41,124
+5,899
GS icon
104
Goldman Sachs
GS
$311B
$2.63M 0.16%
3,105
+11
IBM icon
105
IBM
IBM
$265B
$2.62M 0.16%
10,810
-5,851
FDX icon
106
FedEx
FDX
$78.7B
$2.55M 0.15%
7,147
-38
FTCS icon
107
First Trust Capital Strength ETF
FTCS
$7.67B
$2.53M 0.15%
27,285
+61
PM icon
108
Philip Morris
PM
$273B
$2.52M 0.15%
15,248
-50
DUK icon
109
Duke Energy
DUK
$95.4B
$2.51M 0.15%
19,154
-444
T icon
110
AT&T
T
$157B
$2.46M 0.15%
84,833
-3,274
QCOM icon
111
Qualcomm
QCOM
$231B
$2.44M 0.15%
18,975
-322
NEM icon
112
Newmont
NEM
$106B
$2.36M 0.14%
21,838
-182
DSEP icon
113
FT Vest US Equity Deep Buffer ETF September
DSEP
$349M
$2.36M 0.14%
53,770
LNC icon
114
Lincoln National
LNC
$6.72B
$2.35M 0.14%
66,337
-1,580
AXON icon
115
Axon Enterprise
AXON
$38.3B
$2.32M 0.14%
5,451
-54
MRK icon
116
Merck
MRK
$296B
$2.31M 0.14%
19,206
-683
POWA icon
117
Invesco Bloomberg Pricing Power ETF
POWA
$176M
$2.3M 0.14%
26,690
DG icon
118
Dollar General
DG
$23.3B
$2.3M 0.14%
19,343
-64
QQQM icon
119
Invesco NASDAQ 100 ETF
QQQM
$95B
$2.28M 0.14%
9,576
+400
UNH icon
120
UnitedHealth
UNH
$367B
$2.27M 0.13%
8,380
-2,838
TFLO icon
121
iShares Treasury Floating Rate Bond ETF
TFLO
$6.57B
$2.24M 0.13%
44,236
-525,447
CVX icon
122
Chevron
CVX
$377B
$2.24M 0.13%
10,806
+539
SPG icon
123
Simon Property Group
SPG
$67.2B
$2.22M 0.13%
11,905
-49
GNRC icon
124
Generac Holdings
GNRC
$15.8B
$2.21M 0.13%
11,320
-316
SPLV icon
125
Invesco S&P 500 Low Volatility ETF
SPLV
$6.92B
$2.07M 0.12%
28,341
+1,318
3 4
5
6 7