SC

Stratford Consulting Portfolio holdings

AUM $219M
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
-17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.22M
3
+$1.17M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$852K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$343K

Top Sells

1
+$650K
2
+$569K
3
+$533K
4
INTC icon
Intel
INTC
+$231K
5
T icon
AT&T
T
+$214K

Sector Composition

1 Industrials 0.84%
2 Consumer Staples 0.63%
3 Healthcare 0.31%
4 Financials 0.24%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$69K 0.03%
10,401
52
$61K 0.02%
2,527
53
– –
-4,427
54
– –
-7,960
1 2
3