JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Fund
S&P 500
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
+$8.26M
2
+$3.41M
3
+$3.29M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.19M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.34M

Top Sells

1
+$7.8M
2
+$7.53M
3
+$6.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.28M

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%
734
-254
577
$28K 0.01%
49
+42
578
$28K 0.01%
380
+312
579
$28K 0.01%
505
-273
580
$27K 0.01%
337
+290
581
$27K 0.01%
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-504
582
$27K 0.01%
591
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583
$27K 0.01%
559
-2,252
584
$27K 0.01%
+200
585
$27K 0.01%
388
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586
$27K 0.01%
305
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587
$27K 0.01%
645
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588
$27K 0.01%
5,550
-3,326
589
$26K 0.01%
195
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590
$26K 0.01%
1,869
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591
$26K 0.01%
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$26K 0.01%
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$26K 0.01%
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596
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224
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$26K 0.01%
4,974
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598
$26K 0.01%
677
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599
$25K 0.01%
591
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600
$25K 0.01%
756
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22 23
24
25 26