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
476
$37K 0.01%
786
+699
477
$37K 0.01%
395
-389
478
$37K 0.01%
1,601
-1,099
479
$37K 0.01%
487
-8
480
$37K 0.01%
+2,850
481
$37K 0.01%
559
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482
$37K 0.01%
+238
483
$37K 0.01%
+1,500
484
$37K 0.01%
128
+122
485
$36K 0.01%
1,110
+940
486
$36K 0.01%
921
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487
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870
-1,045
488
$36K 0.01%
700
489
$36K 0.01%
709
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490
$36K 0.01%
731
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491
$36K 0.01%
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-603
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$35K 0.01%
491
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126
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495
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497
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344
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498
$35K 0.01%
348
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499
$35K 0.01%
461
-959
500
$35K 0.01%
438
-539
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