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
$284M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.93M
3
+$1.75M
4
MMM icon
3M
MMM
+$1.52M
5
TSLA icon
Tesla
TSLA
+$1.42M

Top Sells

1
+$5.49M
2
+$3.48M
3
+$2.16M
4
RF icon
Regions Financial
RF
+$1.45M
5
META icon
Meta Platforms (Facebook)
META
+$1.35M

Sector Composition

1 Technology 11.8%
2 Healthcare 10.03%
3 Consumer Discretionary 8.07%
4 Financials 6.85%
5 Communication Services 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.54%
10,869
-1,073
52
$1.53M 0.54%
6,298
+378
53
$1.52M 0.54%
2,924
-234
54
$1.47M 0.52%
5,765
+220
55
$1.47M 0.52%
23,647
-6,649
56
$1.4M 0.49%
12,287
-2,440
57
$1.4M 0.49%
+44,284
58
$1.25M 0.44%
1,658
-186
59
$1.24M 0.44%
29,983
-2,602
60
$1.23M 0.43%
+14,544
61
$1.2M 0.42%
11,494
+618
62
$1.19M 0.42%
21,006
+2,215
63
$1.14M 0.4%
15,949
+259
64
$1.13M 0.4%
5,184
+573
65
$1.11M 0.39%
18,249
+53
66
$1.11M 0.39%
20,200
+13,832
67
$1.1M 0.39%
10,916
-136
68
$1.1M 0.39%
28,982
+1,083
69
$1.07M 0.38%
9,876
+1,185
70
$1.07M 0.38%
+23,683
71
$1.06M 0.38%
+2,155
72
$1.04M 0.37%
15,063
-5,600
73
$1.04M 0.37%
10,875
-11,248
74
$1.04M 0.37%
10,758
-12,394
75
$1.02M 0.36%
7,840
+275
1 2
3
4 5