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
$174M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$1.86M
2 +$1.67M
3 +$1.51M
4
QCOM icon
Qualcomm
QCOM
+$1.3M
5
AAPL icon
Apple
AAPL
+$806K

Sector Composition

1 Healthcare 14.66%
2 Technology 10.32%
3 Consumer Staples 7.6%
4 Financials 7.28%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,288
127
-2,616
128
-10,955
129
-3