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
$162M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.3M
3
+$1.19M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$943K
5
HBI icon
Hanesbrands
HBI
+$805K

Top Sells

1
+$13.2M
2
+$2.42M
3
+$1.21M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.03M
5
NWL icon
Newell Brands
NWL
+$842K

Sector Composition

1 Healthcare 13.47%
2 Technology 13.09%
3 Consumer Discretionary 10.23%
4 Industrials 9.05%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$121K 0.07%
2,390
+200
102
$51K 0.03%
+920
103
$24K 0.01%
23
-987
104
$12K 0.01%
+6
105
– –
-4,238
106
– –
-33,062
107
– –
-2,559
108
– –
-36,137
109
– –
-8,022
110
– –
-8,568
111
– –
-11,763
112
– –
-3,084
113
– –
-23,676
1 2 3 4
5