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
451
$42K 0.01%
2,280
-15,151
452
$42K 0.01%
422
-157
453
$41K 0.01%
1,554
-89
454
$41K 0.01%
390
-725
455
$41K 0.01%
+800
456
$41K 0.01%
606
+571
457
$41K 0.01%
182
+165
458
$41K 0.01%
120
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459
$41K 0.01%
815
-447
460
$41K 0.01%
920
-1,712
461
$40K 0.01%
576
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462
$40K 0.01%
372
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463
$40K 0.01%
604
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464
$40K 0.01%
2,226
-2,099
465
$40K 0.01%
584
+158
466
$40K 0.01%
779
-1,091
467
$39K 0.01%
827
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468
$39K 0.01%
919
-1,418
469
$39K 0.01%
1,406
470
$39K 0.01%
864
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471
$39K 0.01%
1,240
-1,202
472
$38K 0.01%
576
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473
$38K 0.01%
882
-992
474
$38K 0.01%
729
-1,077
475
$37K 0.01%
170
+140
17 18
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