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
$348M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$4.01M
3
+$2.69M
4
META icon
Meta Platforms (Facebook)
META
+$1.99M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.99M

Top Sells

1
+$7.13M
2
+$3.71M
3
+$1.89M
4
BND icon
Vanguard Total Bond Market
BND
+$1.78M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.44M

Sector Composition

1 Technology 11.75%
2 Healthcare 7.36%
3 Financials 5.66%
4 Consumer Discretionary 5.62%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
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