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
376
$54K 0.01%
2,425
-1,273
377
$54K 0.01%
282
+13
378
$53K 0.01%
935
-1,267
379
$53K 0.01%
1,813
-1,747
380
$53K 0.01%
2,326
-1,085
381
$53K 0.01%
+2,500
382
$52K 0.01%
386
+300
383
$52K 0.01%
+1,600
384
$52K 0.01%
378
+105
385
$52K 0.01%
668
-63
386
$51K 0.01%
457
-216
387
$51K 0.01%
464
-184
388
$51K 0.01%
363
+130
389
$51K 0.01%
955
-142
390
$51K 0.01%
789
-176
391
$51K 0.01%
+504
392
$50K 0.01%
907
-23
393
$50K 0.01%
544
+299
394
$50K 0.01%
1,295
-1,910
395
$50K 0.01%
530
-460
396
$50K 0.01%
117
+104
397
$50K 0.01%
2,099
-1,225
398
$50K 0.01%
2,880
-1,570
399
$50K 0.01%
335
+195
400
$50K 0.01%
1,164
+847
14 15
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