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
501
$35K 0.01%
1,703
-653
502
$34K 0.01%
877
-1,203
503
$34K 0.01%
255
-84
504
$34K 0.01%
651
+534
505
$34K 0.01%
461
+454
506
$34K 0.01%
1,036
-458
507
$34K 0.01%
1,904
-6,858
508
$34K 0.01%
+238
509
$34K 0.01%
1,300
+1,275
510
$34K 0.01%
346
-58
511
$34K 0.01%
955
-1,748
512
$34K 0.01%
281
-501
513
$33K 0.01%
346
+320
514
$33K 0.01%
543
+292
515
$33K 0.01%
174
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516
$33K 0.01%
758
-292
517
$33K 0.01%
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518
$33K 0.01%
480
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519
$33K 0.01%
511
-526
520
$33K 0.01%
651
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521
$33K 0.01%
298
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522
$33K 0.01%
444
-196
523
$33K 0.01%
764
+732
524
$33K 0.01%
307
+165
525
$32K 0.01%
704
+441
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