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
$585M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$2.32M
3
+$1.86M
4
CSL icon
Carlisle Companies
CSL
+$1.81M
5
KHC icon
Kraft Heinz
KHC
+$1.77M

Top Sells

1
+$3.03M
2
+$1.88M
3
+$1.86M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.86M
5
EME icon
Emcor
EME
+$1.79M

Sector Composition

1 Technology 14.93%
2 Consumer Discretionary 6.56%
3 Financials 6.17%
4 Healthcare 5.59%
5 Communication Services 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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