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JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
-14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
+$454K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,995
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$3.38M
3
+$3.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.25M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.33M

Top Sells

1
+$7.46M
2
+$6.92M
3
+$6.69M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.17M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.45M

Sector Composition

1 Financials 3.85%
2 Technology 3.23%
3 Industrials 2.56%
4 Consumer Discretionary 2.04%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$96K 0.02%
559
-371
227
$95K 0.02%
2,063
+264
228
$95K 0.02%
1,974
-712
229
$95K 0.02%
3,337
+3,243
230
$94K 0.02%
1,270
+218
231
$94K 0.02%
759
-334
232
$94K 0.02%
1,786
-844
233
$93K 0.02%
905
-403
234
$93K 0.02%
+4,050
235
$93K 0.02%
1,214
-1,232
236
$92K 0.02%
740
+364
237
$92K 0.02%
1,199
+1,030
238
$91K 0.02%
1,467
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239
$91K 0.02%
2,788
-3,660
240
$90K 0.02%
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241
$90K 0.02%
291
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242
$89K 0.02%
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243
$89K 0.02%
874
244
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245
$88K 0.02%
1,150
-1,515
246
$88K 0.02%
5,360
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247
$88K 0.02%
1,080
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248
$86K 0.02%
613
-329
249
$85K 0.02%
3,454
-3,181
250
$84K 0.02%
1,736
-1,091
8 9
10
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