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
$608M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$46.7M
2
+$3.22M
3
+$2.17M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.04M
5
MNST icon
Monster Beverage
MNST
+$1.99M

Top Sells

1
+$34.7M
2
+$7M
3
+$3.53M
4
DHI icon
D.R. Horton
DHI
+$2.94M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$2.29M

Sector Composition

1 Technology 16.19%
2 Consumer Discretionary 6.48%
3 Financials 6.31%
4 Communication Services 5.86%
5 Healthcare 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
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