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
$365M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.71M
3
+$2.3M
4
DOCU icon
DocuSign
DOCU
+$2.23M
5
T icon
AT&T
T
+$1.89M

Top Sells

1
+$10.1M
2
+$9.81M
3
+$2.05M
4
CELH icon
Celsius Holdings
CELH
+$776K
5
XYZ
Block Inc
XYZ
+$773K

Sector Composition

1 Technology 14.56%
2 Healthcare 8.61%
3 Consumer Discretionary 8.01%
4 Financials 6.82%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.56%
35,107
+5,430
52
$1.97M 0.54%
41,009
+898
53
$1.94M 0.53%
3,221
-7
54
$1.92M 0.53%
2,829
+214
55
$1.9M 0.52%
10,921
+1,876
56
$1.87M 0.51%
22,283
+1,556
57
$1.85M 0.51%
59,187
+263
58
$1.78M 0.49%
21,952
+4,079
59
$1.76M 0.48%
24,277
+1,366
60
$1.75M 0.48%
5,835
+3
61
$1.67M 0.46%
17,296
+213
62
$1.64M 0.45%
11,870
+650
63
$1.61M 0.44%
45,074
+980
64
$1.55M 0.42%
+59,865
65
$1.52M 0.42%
3,917
+1,102
66
$1.43M 0.39%
9,619
-1,602
67
$1.42M 0.39%
3,984
-57
68
$1.4M 0.38%
9,412
+1,430
69
$1.39M 0.38%
10,251
-149
70
$1.36M 0.37%
40,888
-2,109
71
$1.3M 0.36%
11,379
+72
72
$1.29M 0.35%
23,194
+278
73
$1.28M 0.35%
1,396
+19
74
$1.28M 0.35%
8,683
+201
75
$1.19M 0.33%
10,629
-526
1 2
3
4 5