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
201
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-11,661
202
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-4,081
203
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-2,641
204
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-3,500
205
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-2,559
206
– –
-1,609
207
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-3,112
208
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-2,984
209
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-5,571
210
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-2,905
211
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-609
212
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-15,961
5 6 7 8
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