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
276
$79K 0.02%
989
+417
277
$79K 0.02%
11,038
-2,629
278
$79K 0.02%
4,258
-1,714
279
$78K 0.02%
455
+423
280
$78K 0.02%
916
-561
281
$78K 0.02%
2,581
+2,495
282
$78K 0.02%
822
-873
283
$78K 0.02%
464
+451
284
$77K 0.02%
468
+220
285
$77K 0.02%
995
-764
286
$77K 0.02%
1,638
-991
287
$76K 0.02%
1,718
-5,029
288
$76K 0.02%
940
-385
289
$76K 0.02%
2,276
-3,024
290
$76K 0.02%
429
-248
291
$76K 0.02%
2,095
+2,084
292
$76K 0.02%
1,363
-1,026
293
$76K 0.02%
1,595
-969
294
$75K 0.02%
925
-743
295
$74K 0.02%
1,957
-7,827
296
$74K 0.02%
886
-448
297
$74K 0.02%
1,268
+1,142
298
$74K 0.02%
736
-89
299
$73K 0.02%
1,788
-1,614
300
$73K 0.02%
250
+238
10 11
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