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
RKLB icon
201
Rocket Lab Corp
RKLB
$24.2B
$853K 0.06%
23,838
+2,339
NOW icon
202
ServiceNow
NOW
$177B
$849K 0.06%
+826
FHLC icon
203
Fidelity MSCI Health Care Index ETF
FHLC
$2.73B
$847K 0.06%
13,241
-18
BUFG icon
204
FT Vest Buffered Allocation Growth ETF
BUFG
$287M
$846K 0.06%
33,120
NRG icon
205
NRG Energy
NRG
$31.8B
$844K 0.06%
+5,258
KMI icon
206
Kinder Morgan
KMI
$59.8B
$828K 0.05%
28,176
+635
FCOR icon
207
Fidelity Corporate Bond ETF
FCOR
$278M
$825K 0.05%
+17,449
ANGL icon
208
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.04B
$824K 0.05%
28,140
+325
BSCQ icon
209
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$820K 0.05%
42,030
+434
URI icon
210
United Rentals
URI
$53.7B
$816K 0.05%
1,083
+4
TOL icon
211
Toll Brothers
TOL
$12.7B
$773K 0.05%
6,774
+14
CYBR icon
212
CyberArk
CYBR
$24.6B
$749K 0.05%
1,842
-78
VICI icon
213
VICI Properties
VICI
$32.5B
$744K 0.05%
22,826
-555
XAR icon
214
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.61B
$742K 0.05%
3,520
-10
SBUX icon
215
Starbucks
SBUX
$98.3B
$721K 0.05%
7,867
-1,137
AFL icon
216
Aflac
AFL
$60.3B
$712K 0.05%
6,753
-119
ET icon
217
Energy Transfer Partners
ET
$57.1B
$698K 0.05%
38,504
+3,404
PFE icon
218
Pfizer
PFE
$147B
$687K 0.05%
28,355
-65,761
TIP icon
219
iShares TIPS Bond ETF
TIP
$13.8B
$679K 0.04%
6,169
-304
GVAL icon
220
Cambria Global Value ETF
GVAL
$353M
$677K 0.04%
+24,877
DKNG icon
221
DraftKings
DKNG
$14.8B
$667K 0.04%
15,549
-4
IWD icon
222
iShares Russell 1000 Value ETF
IWD
$65.2B
$665K 0.04%
3,425
+14
MDIV icon
223
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$418M
$663K 0.04%
41,925
-1,140
XDEC icon
224
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$189M
$660K 0.04%
16,992
IXN icon
225
iShares Global Tech ETF
IXN
$6.38B
$651K 0.04%
7,045
-14
7 8
9
10 11