JSL

JT Stratford LLC Portfolio holdings

AUM $661M
1-Year Est. Return 23.3%
This Quarter Est. Return
1 Year Est. Return
+23.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$9.71M
3 +$2.3M
4
DOCU icon
DocuSign
DOCU
+$2.23M
5
T icon
AT&T
T
+$1.89M

Top Sells

1 +$10.1M
2 +$9.81M
3 +$2.05M
4
CELH icon
Celsius Holdings
CELH
+$776K
5
XYZ
Block Inc
XYZ
+$773K

Sector Composition

1 Technology 14.56%
2 Healthcare 8.61%
3 Consumer Discretionary 8.01%
4 Financials 6.82%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-50,932
227
-502
228
-2,382
229
-4,765
230
-6,214
231
-3,222