JSL

JT Stratford LLC Portfolio holdings

AUM $779M
1-Year Est. Return 25.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$3.95M
3
+$2.64M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.98M
5
KOF icon
Coca-Cola Femsa
KOF
+$1.63M

Top Sells

1
+$6.96M
2
+$3.71M
3
+$1.89M
4
BND icon
Vanguard Total Bond Market
BND
+$1.77M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.44M

Sector Composition

1 Technology 11.75%
2 Healthcare 7.36%
3 Financials 5.67%
4 Consumer Discretionary 5.61%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
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