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
$232M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$9.67M
3
+$6.99M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$5.79M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.77M

Top Sells

1
+$4.86M
2
+$1.47M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.21M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Technology 11.77%
2 Healthcare 11.45%
3 Consumer Discretionary 6.98%
4 Financials 6.18%
5 Communication Services 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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