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
626
$23K ﹤0.01%
459
+284
627
$23K ﹤0.01%
+475
628
$23K ﹤0.01%
234
-57
629
$23K ﹤0.01%
379
+277
630
$23K ﹤0.01%
155
-58
631
$23K ﹤0.01%
186
+6
632
$23K ﹤0.01%
155
+152
633
$23K ﹤0.01%
868
-750
634
$23K ﹤0.01%
805
-2
635
$23K ﹤0.01%
1,103
-44
636
$23K ﹤0.01%
1,132
+1,112
637
$22K ﹤0.01%
216
+88
638
$22K ﹤0.01%
589
+92
639
$22K ﹤0.01%
+1,336
640
$22K ﹤0.01%
101
-19
641
$22K ﹤0.01%
101
-270
642
$22K ﹤0.01%
+20
643
$22K ﹤0.01%
379
+54
644
$22K ﹤0.01%
484
-16
645
$22K ﹤0.01%
126
+100
646
$22K ﹤0.01%
132
+116
647
$22K ﹤0.01%
749
-666
648
$22K ﹤0.01%
1,384
-796
649
$22K ﹤0.01%
805
+712
650
$22K ﹤0.01%
1,843
-5,156
24 25
26
27 28