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
401
$50K 0.01%
1,658
-1,307
402
$50K 0.01%
1,571
-1,035
403
$49K 0.01%
538
-87
404
$49K 0.01%
2,310
+1,092
405
$49K 0.01%
2,053
+1,631
406
$49K 0.01%
626
+19
407
$49K 0.01%
773
+626
408
$49K 0.01%
121
-34
409
$49K 0.01%
1,705
-10,790
410
$49K 0.01%
860
-728
411
$49K 0.01%
816
-1,800
412
$49K 0.01%
752
+612
413
$49K 0.01%
234
-239
414
$49K 0.01%
374
+13
415
$48K 0.01%
4,348
+3,824
416
$48K 0.01%
2,694
-2,358
417
$47K 0.01%
445
418
$47K 0.01%
564
+377
419
$47K 0.01%
1,113
-1,183
420
$46K 0.01%
2,934
-4,434
421
$46K 0.01%
1,268
+346
422
$46K 0.01%
1,455
-1,664
423
$46K 0.01%
832
-332
424
$45K 0.01%
843
+608
425
$45K 0.01%
701
+646
15 16
17
18 19