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
$284M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.93M
3
+$1.75M
4
MMM icon
3M
MMM
+$1.52M
5
TSLA icon
Tesla
TSLA
+$1.42M

Top Sells

1
+$5.49M
2
+$3.48M
3
+$2.16M
4
RF icon
Regions Financial
RF
+$1.45M
5
META icon
Meta Platforms (Facebook)
META
+$1.35M

Sector Composition

1 Technology 11.8%
2 Healthcare 10.03%
3 Consumer Discretionary 8.07%
4 Financials 6.85%
5 Communication Services 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$342K 0.12%
4,701
+420
152
$339K 0.12%
2,824
+322
153
$335K 0.12%
2,699
+243
154
$330K 0.12%
1,817
-6,690
155
$317K 0.11%
1,601
-63
156
$311K 0.11%
2,049
+170
157
$308K 0.11%
4,078
-1,141
158
$302K 0.11%
3,563
-22
159
$287K 0.1%
7,907
-3,439
160
$286K 0.1%
2,746
+91
161
$274K 0.1%
1,407
+10
162
$273K 0.1%
+5,250
163
$272K 0.1%
10,020
164
$268K 0.09%
4,242
-16,711
165
$268K 0.09%
4,696
+208
166
$268K 0.09%
4,113
-357
167
$266K 0.09%
+3,455
168
$261K 0.09%
3,201
-965
169
$254K 0.09%
+2,210
170
$254K 0.09%
1,879
+171
171
$254K 0.09%
+4,155
172
$252K 0.09%
3,248
173
$251K 0.09%
3,502
-878
174
$250K 0.09%
+8,172
175
$243K 0.09%
1,177
+2
5 6
7
8 9