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
576
$28K 0.01%
49
+42
577
$28K 0.01%
380
+312
578
$28K 0.01%
505
-273
579
$28K 0.01%
218
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580
$27K 0.01%
790
-504
581
$27K 0.01%
591
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582
$27K 0.01%
559
-2,252
583
$27K 0.01%
+200
584
$27K 0.01%
388
+295
585
$27K 0.01%
305
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586
$27K 0.01%
645
-405
587
$27K 0.01%
5,550
-3,326
588
$27K 0.01%
337
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589
$26K 0.01%
195
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590
$26K 0.01%
1,869
+1,792
591
$26K 0.01%
214
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592
$26K 0.01%
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593
$26K 0.01%
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594
$26K 0.01%
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$26K 0.01%
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596
$26K 0.01%
224
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597
$26K 0.01%
4,974
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598
$26K 0.01%
677
+576
599
$25K 0.01%
591
+500
600
$25K 0.01%
756
+670
22 23
24
25 26