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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
426
$45K 0.01%
3,049
+2,144
427
$45K 0.01%
1,549
-482
428
$45K 0.01%
726
+164
429
$45K 0.01%
1,206
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430
$45K 0.01%
749
-305
431
$45K 0.01%
1,005
-813
432
$45K 0.01%
715
-467
433
$45K 0.01%
546
-551
434
$44K 0.01%
1,227
+233
435
$44K 0.01%
1,618
436
$44K 0.01%
369
+233
437
$44K 0.01%
189
-30
438
$44K 0.01%
1,179
-550
439
$44K 0.01%
538
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440
$44K 0.01%
2,012
-370
441
$44K 0.01%
508
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442
$43K 0.01%
5
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443
$43K 0.01%
327
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444
$43K 0.01%
1,261
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445
$43K 0.01%
552
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446
$43K 0.01%
1,329
-378
447
$43K 0.01%
720
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448
$43K 0.01%
348
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449
$43K 0.01%
1,245
-614
450
$42K 0.01%
635
+529
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