JSL
JT Stratford LLC Portfolio holdings
AUM
$661M
1-Year Return
23.3%
This Quarter Return
+6.22%
1 Year Return
+23.3%
3 Year Return
+73.98%
5 Year Return
+119.03%
10 Year Return
–
AUM
$371M
AUM Growth
+$23.6M
(+6.8%)
Cap. Flow
+$6.19M
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
31.25%
Holding
250
New
29
Increased
100
Reduced
89
Closed
22
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$3.34M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$3.3M |
| 3 |
Invesco QQQ Trust
QQQ
|
$3.25M |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.98M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.26M |
Top Sells
Sector Composition
| 1 | Technology | 13.08% |
| 2 | Healthcare | 7.47% |
| 3 | Consumer Discretionary | 6.03% |
| 4 | Financials | 5.92% |
| 5 | Industrials | 4.12% |
