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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
HDV
126
iShares Core High Dividend ETF
HDV
$13.5B
$2.03M 0.12%
74,870
-275
AGG icon
127
iShares Core US Aggregate Bond ETF
AGG
$136B
$1.99M 0.12%
20,074
+4,366
MU icon
128
Micron Technology
MU
$1.07T
$1.92M 0.11%
5,682
+3,262
DIS icon
129
Walt Disney
DIS
$172B
$1.88M 0.11%
19,454
-1,392
NFLX icon
130
Netflix
NFLX
$348B
$1.87M 0.11%
19,450
-8,417
WFC icon
131
Wells Fargo
WFC
$248B
$1.87M 0.11%
23,433
+179
UNP icon
132
Union Pacific
UNP
$160B
$1.82M 0.11%
7,514
-331
VUG icon
133
Vanguard Growth ETF
VUG
$223B
$1.81M 0.11%
24,846
+312
CRWD icon
134
CrowdStrike
CRWD
$168B
$1.8M 0.11%
4,603
+393
IWV icon
135
iShares Russell 3000 ETF
IWV
$19.2B
$1.79M 0.11%
4,818
-29
VIG icon
136
Vanguard Dividend Appreciation ETF
VIG
$108B
$1.74M 0.1%
8,087
-319
PFE icon
137
Pfizer
PFE
$146B
$1.73M 0.1%
61,688
+11,234
DE icon
138
Deere & Co
DE
$155B
$1.69M 0.1%
2,998
+22
IWF icon
139
iShares Russell 1000 Growth ETF
IWF
$127B
$1.67M 0.1%
15,660
+48
MO icon
140
Altria Group
MO
$119B
$1.65M 0.1%
24,989
+6,164
PEP icon
141
PepsiCo
PEP
$192B
$1.63M 0.1%
10,485
-417
IVE icon
142
iShares S&P 500 Value ETF
IVE
$47.4B
$1.54M 0.09%
7,275
-54
MGK icon
143
Vanguard Mega Cap Growth ETF
MGK
$33.5B
$1.53M 0.09%
20,845
-2,720
CEF icon
144
Sprott Physical Gold and Silver Trust
CEF
$8.15B
$1.52M 0.09%
31,775
-358
FLOT icon
145
iShares Floating Rate Bond ETF
FLOT
$9.57B
$1.51M 0.09%
29,705
-37
VYM icon
146
Vanguard High Dividend Yield ETF
VYM
$78.3B
$1.5M 0.09%
10,130
+659
SLV icon
147
iShares Silver Trust
SLV
$32.9B
$1.5M 0.09%
21,964
+1,659
LDOS icon
148
Leidos
LDOS
$15.4B
$1.47M 0.09%
9,481
-356
SYF icon
149
Synchrony
SYF
$23.7B
$1.47M 0.09%
21,560
-519
VNQ icon
150
Vanguard Real Estate ETF
VNQ
$37B
$1.46M 0.09%
16,489
+799
4 5
6
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