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
701
$19K ﹤0.01%
+282
702
$19K ﹤0.01%
761
-114
703
$19K ﹤0.01%
1,007
-835
704
$19K ﹤0.01%
956
-1,223
705
$19K ﹤0.01%
+1,185
706
$19K ﹤0.01%
286
-104
707
$18K ﹤0.01%
+147
708
$18K ﹤0.01%
808
-262
709
$18K ﹤0.01%
+450
710
$18K ﹤0.01%
746
+663
711
$18K ﹤0.01%
222
+180
712
$18K ﹤0.01%
262
-1,264
713
$18K ﹤0.01%
359
+244
714
$18K ﹤0.01%
692
-1,227
715
$18K ﹤0.01%
679
+621
716
$18K ﹤0.01%
322
+264
717
$18K ﹤0.01%
189
+131
718
$18K ﹤0.01%
347
+319
719
$18K ﹤0.01%
1,122
-1,736
720
$18K ﹤0.01%
216
721
$18K ﹤0.01%
+508
722
$18K ﹤0.01%
505
+463
723
$18K ﹤0.01%
207
-455
724
$18K ﹤0.01%
635
-751
725
$17K ﹤0.01%
+262
27 28
29
30 31