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
551
$30K 0.01%
1,722
+1,455
552
$30K 0.01%
2,380
-2,050
553
$30K 0.01%
2,333
+2,289
554
$30K 0.01%
1,721
-960
555
$30K 0.01%
1,048
+968
556
$30K 0.01%
125
+110
557
$30K 0.01%
786
-821
558
$30K 0.01%
2,357
+2,191
559
$30K 0.01%
887
+876
560
$29K 0.01%
292
-22
561
$29K 0.01%
817
+144
562
$29K 0.01%
608
-14
563
$29K 0.01%
1,002
+787
564
$29K 0.01%
662
-544
565
$29K 0.01%
204
+87
566
$29K 0.01%
1,099
+1,046
567
$28K 0.01%
649
-341
568
$28K 0.01%
703
+693
569
$28K 0.01%
202
+183
570
$28K 0.01%
672
-353
571
$28K 0.01%
550
+238
572
$28K 0.01%
342
+332
573
$28K 0.01%
441
+265
574
$28K 0.01%
317
+298
575
$28K 0.01%
734
-254
21 22
23
24 25