JSL

JT Stratford LLC Portfolio holdings

AUM $779M
1-Year Est. Return 25.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$7.16M
3
+$5.44M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.05M
5
BND icon
Vanguard Total Bond Market
BND
+$2.96M

Top Sells

1
+$1.89M
2
+$1.66M
3
+$1.5M
4
PEP icon
PepsiCo
PEP
+$958K
5
BMY icon
Bristol-Myers Squibb
BMY
+$808K

Sector Composition

1 Healthcare 13.23%
2 Technology 9.44%
3 Financials 6.37%
4 Communication Services 5.34%
5 Consumer Discretionary 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
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