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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
276
$247K 0.03%
3,624
+458
277
$246K 0.03%
1,241
-23
278
$246K 0.03%
+1,869
279
$245K 0.03%
1,774
-239
280
$242K 0.03%
9,165
-82
281
$241K 0.03%
3,711
282
$239K 0.03%
+796
283
$239K 0.03%
1,175
284
$237K 0.03%
2,503
-225
285
$236K 0.03%
2,137
-2
286
$232K 0.03%
4,873
+4
287
$231K 0.03%
1,202
288
$230K 0.03%
7,355
289
$230K 0.03%
2,789
+68
290
$229K 0.03%
3,231
+74
291
$225K 0.03%
3,839
-60
292
$222K 0.03%
2,376
-280
293
$217K 0.03%
+16,054
294
$215K 0.03%
+3,785
295
$210K 0.03%
+5,782
296
$210K 0.03%
+1,790
297
$205K 0.03%
+2,417
298
$204K 0.03%
982
-50
299
$204K 0.03%
+1,873
300
$202K 0.03%
+15,819
10 11
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