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
651
$22K ﹤0.01%
205
-87
652
$22K ﹤0.01%
379
+344
653
$22K ﹤0.01%
+387
654
$22K ﹤0.01%
+2,540
655
$22K ﹤0.01%
194
+18
656
$21K ﹤0.01%
349
+166
657
$21K ﹤0.01%
787
-10,142
658
$21K ﹤0.01%
435
+422
659
$21K ﹤0.01%
334
+72
660
$21K ﹤0.01%
521
-656
661
$21K ﹤0.01%
213
+210
662
$21K ﹤0.01%
218
+180
663
$21K ﹤0.01%
275
-1,058
664
$21K ﹤0.01%
554
+515
665
$21K ﹤0.01%
595
-218
666
$21K ﹤0.01%
+856
667
$21K ﹤0.01%
20
+19
668
$21K ﹤0.01%
843
-4,387
669
$21K ﹤0.01%
504
+385
670
$20K ﹤0.01%
526
+392
671
$20K ﹤0.01%
215
-733
672
$20K ﹤0.01%
159
+156
673
$20K ﹤0.01%
72
+38
674
$20K ﹤0.01%
151
-308
675
$20K ﹤0.01%
431
-1,880
25 26
27
28 29