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JSL

JT Stratford LLC Portfolio holdings

AUM $786M
1-Year Est. Return 27.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$747M
AUM Growth
+$85.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.05M
3
+$5.2M
4
MBB icon
iShares MBS ETF
MBB
+$4M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.76M

Top Sells

1
+$13.9M
2
+$5.39M
3
+$4.28M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.19M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.51M

Sector Composition

1 Technology 15.08%
2 Communication Services 6.19%
3 Financials 5.92%
4 Consumer Discretionary 5.08%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$322K 0.04%
7,231
+300
252
$321K 0.04%
8,637
-1,995
253
$320K 0.04%
6,803
+861
254
$319K 0.04%
421
+10
255
$306K 0.04%
1,886
+44
256
$305K 0.04%
+15,046
257
$296K 0.04%
2,916
-111
258
$295K 0.04%
6,108
-113
259
$295K 0.04%
+2,951
260
$294K 0.04%
6,690
-830
261
$291K 0.04%
14,329
-60
262
$288K 0.04%
1,020
-413
263
$277K 0.04%
1,480
+37
264
$273K 0.04%
2,005
-1
265
$270K 0.04%
50,254
+16,381
266
$269K 0.04%
+8,544
267
$264K 0.04%
13,281
268
$264K 0.04%
3,145
-99
269
$257K 0.03%
+2,532
270
$256K 0.03%
4,202
-645
271
$254K 0.03%
1,906
-11
272
$253K 0.03%
+636
273
$251K 0.03%
2,606
-36,739
274
$251K 0.03%
6,622
275
$248K 0.03%
2,013
9 10
11
12 13