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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
526
$32K 0.01%
1,366
-3,105
527
$32K 0.01%
1,752
-528
528
$32K 0.01%
485
+480
529
$32K 0.01%
1,013
-1,314
530
$32K 0.01%
545
-340
531
$32K 0.01%
1,897
-4,430
532
$32K 0.01%
782
+770
533
$32K 0.01%
703
+249
534
$32K 0.01%
544
-259
535
$32K 0.01%
721
-2,195
536
$32K 0.01%
115
+7
537
$32K 0.01%
645
+561
538
$31K 0.01%
541
+254
539
$31K 0.01%
2,282
-2,614
540
$31K 0.01%
+250
541
$31K 0.01%
54
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542
$31K 0.01%
448
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543
$31K 0.01%
372
-62
544
$31K 0.01%
296
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545
$31K 0.01%
1,385
-222
546
$31K 0.01%
439
-240
547
$31K 0.01%
397
+300
548
$31K 0.01%
1,525
+1,006
549
$31K 0.01%
1,213
-1,359
550
$30K 0.01%
180
+148
20 21
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