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
301
$73K 0.02%
1,752
+1,344
302
$73K 0.02%
211
+199
303
$73K 0.02%
1,722
-5,544
304
$72K 0.02%
1,361
+369
305
$72K 0.02%
1,436
-2,244
306
$71K 0.02%
142
+134
307
$71K 0.02%
2,786
-2,117
308
$71K 0.02%
992
-959
309
$70K 0.02%
1,179
-493
310
$69K 0.01%
2,051
+1,933
311
$69K 0.01%
304
-179
312
$69K 0.01%
511
+317
313
$69K 0.01%
7,075
-4,085
314
$68K 0.01%
1,057
+425
315
$68K 0.01%
907
+674
316
$68K 0.01%
930
+134
317
$67K 0.01%
732
-327
318
$67K 0.01%
2,040
+1,572
319
$67K 0.01%
507
-210
320
$66K 0.01%
1,064
-712
321
$66K 0.01%
889
-546
322
$66K 0.01%
863
-408
323
$66K 0.01%
3,615
-5,325
324
$66K 0.01%
1,946
-989
325
$66K 0.01%
1,883
-524
11 12
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