JA

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
251
$84K 0.02%
913
-465
252
$84K 0.02%
2,680
-2,848
253
$83K 0.02%
1,796
-1,006
254
$83K 0.02%
+344
255
$83K 0.02%
3,053
-1,940
256
$83K 0.02%
679
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257
$83K 0.02%
654
-138
258
$83K 0.02%
751
+428
259
$82K 0.02%
2,205
-1,188
260
$82K 0.02%
1,921
-1,600
261
$82K 0.02%
1,573
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262
$82K 0.02%
395
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263
$82K 0.02%
944
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264
$81K 0.02%
923
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265
$81K 0.02%
342
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266
$81K 0.02%
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267
$81K 0.02%
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$81K 0.02%
518
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$81K 0.02%
476
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270
$81K 0.02%
680
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271
$80K 0.02%
585
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272
$80K 0.02%
721
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273
$80K 0.02%
641
+135
274
$80K 0.02%
1,575
+1,251
275
$80K 0.02%
909
-225
9 10
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