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
$194M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$2.37M
3
+$2.06M
4
ABT icon
Abbott
ABT
+$1.59M
5
AAPL icon
Apple
AAPL
+$1.55M

Top Sells

1
+$9.41M
2
+$8.85M
3
+$7.1M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.47M
5
SH icon
ProShares Short S&P500
SH
+$2.19M

Sector Composition

1 Technology 13.73%
2 Healthcare 10.37%
3 Financials 7.67%
4 Consumer Discretionary 7.37%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,813
152
– –
-19,800
153
– –
-22,389
154
– –
-765
155
– –
-1,684
3 4 5 6
7