Julia Letlow

Committees

Service

Trading Style

• Diversified Sectors: Trades spread across 10 sectors with no single sector exceeding 27% of activity.
• Highly Diversified: Trades across 105 different tickers with no single stock exceeding 3% of activity.
• Managed Accounts: 100% of trades occur within managed sub-accounts, suggesting professional financial management rather than direct trading.
• Active Trader: Averages about 14 trades per month across the portfolio.
• Small Position Sizes: Median trade size is around $15K, mostly staying in the $1K–$15K range.