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JSL

JT Stratford LLC Portfolio holdings

AUM $786M
1-Year Est. Return 27.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$747M
AUM Growth
+$85.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.05M
3
+$5.2M
4
MBB icon
iShares MBS ETF
MBB
+$4M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.76M

Top Sells

1
+$13.9M
2
+$5.39M
3
+$4.28M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.19M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.51M

Sector Composition

1 Technology 15.08%
2 Communication Services 6.19%
3 Financials 5.92%
4 Consumer Discretionary 5.08%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$584K 0.08%
13,868
-272
202
$582K 0.08%
2,357
-1,467
203
$579K 0.08%
1,213
-114
204
$576K 0.08%
15,004
205
$566K 0.08%
1,220
-128
206
$566K 0.08%
5,411
+79
207
$558K 0.07%
3,027
+100
208
$555K 0.07%
23,476
-17,277
209
$555K 0.07%
19,637
+1,259
210
$546K 0.07%
3,067
-716
211
$531K 0.07%
+14,289
212
$522K 0.07%
1,046
-1
213
$511K 0.07%
5,723
-8,190
214
$505K 0.07%
2,286
-110
215
$501K 0.07%
10,055
+222
216
$500K 0.07%
23,657
+4,033
217
$476K 0.06%
1,691
+189
218
$466K 0.06%
1,533
-117
219
$464K 0.06%
4,587
-102
220
$460K 0.06%
1,484
221
$459K 0.06%
6,711
-230
222
$456K 0.06%
4,585
+1,615
223
$446K 0.06%
11,784
-75
224
$443K 0.06%
+8,199
225
$431K 0.06%
8,190
7 8
9
10 11