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
$180M
AUM Growth
+$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$2.09M
2 +$1.54M
3 +$1.12M
4
UNH icon
UnitedHealth
UNH
+$1.11M
5
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$970K

Top Sells

1 +$2.56M
2 +$1.95M
3 +$1.92M
4
MA icon
Mastercard
MA
+$1.65M
5
SBUX icon
Starbucks
SBUX
+$1.39M

Sector Composition

1 Healthcare 13.69%
2 Technology 9.57%
3 Consumer Staples 7.32%
4 Financials 6.93%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,633
152
-2,209
153
-4,190