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

Top Buys

1
+$9.87M
2
+$9.64M
3
+$7.15M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$5.76M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.82M

Top Sells

1
+$4.86M
2
+$1.58M
3
+$1.37M
4
AAPL icon
Apple
AAPL
+$1.25M
5
MSFT icon
Microsoft
MSFT
+$1.21M

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
151
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