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
676
$20K ﹤0.01%
402
-252
677
$20K ﹤0.01%
+200
678
$20K ﹤0.01%
485
-1,339
679
$20K ﹤0.01%
235
-25
680
$20K ﹤0.01%
585
-429
681
$20K ﹤0.01%
308
+168
682
$20K ﹤0.01%
+200
683
$20K ﹤0.01%
244
+4
684
$20K ﹤0.01%
312
-184
685
$19K ﹤0.01%
56
-9
686
$19K ﹤0.01%
139
+136
687
$19K ﹤0.01%
391
-1,785
688
$19K ﹤0.01%
+470
689
$19K ﹤0.01%
418
-656
690
$19K ﹤0.01%
391
-330
691
$19K ﹤0.01%
2,490
-3,913
692
$19K ﹤0.01%
290
-540
693
$19K ﹤0.01%
+600
694
$19K ﹤0.01%
289
+204
695
$19K ﹤0.01%
189
-373
696
$19K ﹤0.01%
935
+748
697
$19K ﹤0.01%
+18,895
698
$19K ﹤0.01%
688
-899
699
$19K ﹤0.01%
330
+209
700
$19K ﹤0.01%
360
+351
26 27
28
29 30