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
$437M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$4.15M
3
+$2.48M
4
AMED
Amedisys
AMED
+$2.15M
5
CROX icon
Crocs
CROX
+$1.76M

Top Sells

1
+$3.62M
2
+$2.2M
3
+$1.62M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.38M
5
DELL icon
Dell
DELL
+$1.38M

Sector Composition

1 Technology 12.38%
2 Healthcare 6.81%
3 Financials 6.21%
4 Consumer Discretionary 6.12%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.46%
25,541
-750
52
$1.95M 0.45%
37,116
-1,461
53
$1.92M 0.44%
41,238
+1,683
54
$1.92M 0.44%
41,960
+8,737
55
$1.9M 0.43%
2,690
-836
56
$1.88M 0.43%
37,151
+2,255
57
$1.76M 0.4%
23,486
+380
58
$1.76M 0.4%
35,294
+201
59
$1.76M 0.4%
+18,848
60
$1.76M 0.4%
10,842
+286
61
$1.75M 0.4%
8,301
-3,377
62
$1.74M 0.4%
+11,000
63
$1.68M 0.38%
7,519
+3,216
64
$1.68M 0.38%
30,289
+1,789
65
$1.67M 0.38%
17,699
-3,502
66
$1.67M 0.38%
11,563
-217
67
$1.65M 0.38%
5,320
-1,112
68
$1.63M 0.37%
21,250
-66
69
$1.62M 0.37%
+68,282
70
$1.62M 0.37%
14,480
-2,660
71
$1.61M 0.37%
15,643
+784
72
$1.55M 0.36%
10,737
+7,923
73
$1.53M 0.35%
8,812
+30
74
$1.52M 0.35%
10,031
+523
75
$1.52M 0.35%
11,710
-3,517
1 2
3
4 5