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
$281M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$1.66M
3
+$1.29M
4
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$1.28M
5
META icon
Meta Platforms (Facebook)
META
+$1.25M

Top Sells

1
+$3.57M
2
+$3.44M
3
+$2.79M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$2.1M
5
WMT icon
Walmart Inc
WMT
+$1.87M

Sector Composition

1 Technology 10.51%
2 Healthcare 8.31%
3 Consumer Discretionary 6.73%
4 Financials 6.28%
5 Industrials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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