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
601
$25K 0.01%
536
-1,640
602
$25K 0.01%
407
-22
603
$25K 0.01%
520
+491
604
$25K 0.01%
1,472
+1,333
605
$25K 0.01%
426
-784
606
$25K 0.01%
+297
607
$25K 0.01%
281
-296
608
$24K 0.01%
1,000
-1,000
609
$24K 0.01%
1,093
-692
610
$24K 0.01%
6
-4
611
$24K 0.01%
132
+108
612
$24K 0.01%
1,331
+272
613
$24K 0.01%
408
+16
614
$24K 0.01%
244
+159
615
$24K 0.01%
286
-65
616
$23K ﹤0.01%
+1,000
617
$23K ﹤0.01%
862
+680
618
$23K ﹤0.01%
165
-59
619
$23K ﹤0.01%
148
+145
620
$23K ﹤0.01%
260
+229
621
$23K ﹤0.01%
199
+193
622
$23K ﹤0.01%
276
-807
623
$23K ﹤0.01%
167
+32
624
$23K ﹤0.01%
3,628
+3,587
625
$23K ﹤0.01%
1,366
+1,189
23 24
25
26 27