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
$119M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$3.67M
3 +$3.59M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.59M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.58%
2 Industrials 14.6%
3 Technology 9.96%
4 Consumer Discretionary 8.23%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$201K 0.17%
+2,752