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
$538M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$3.59M
3
+$2.74M
4
NFLX icon
Netflix
NFLX
+$2.54M
5
MSFT icon
Microsoft
MSFT
+$1.93M

Top Sells

1
+$2.32M
2
+$2.02M
3
+$1.69M
4
SBUX icon
Starbucks
SBUX
+$1.62M
5
DXC icon
DXC Technology
DXC
+$1.59M

Sector Composition

1 Technology 16.33%
2 Financials 6.32%
3 Healthcare 6.16%
4 Consumer Discretionary 5.71%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
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