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
326
$65K 0.01%
381
+51
327
$64K 0.01%
5,000
328
$64K 0.01%
1,448
-602
329
$64K 0.01%
1,146
-1,638
330
$64K 0.01%
1,132
+1,079
331
$64K 0.01%
977
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332
$64K 0.01%
331
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$63K 0.01%
1,225
-998
334
$63K 0.01%
1,980
-17,766
335
$63K 0.01%
3,044
-3,741
336
$63K 0.01%
3,767
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337
$63K 0.01%
731
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338
$62K 0.01%
996
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339
$62K 0.01%
1,329
-6,014
340
$62K 0.01%
999
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341
$61K 0.01%
1,138
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342
$61K 0.01%
450
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343
$61K 0.01%
614
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344
$61K 0.01%
1,332
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345
$61K 0.01%
2,925
-3,042
346
$60K 0.01%
418
+271
347
$60K 0.01%
4,790
-1,445
348
$60K 0.01%
+4,140
349
$60K 0.01%
1,626
-1,206
350
$60K 0.01%
1,198
+238