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
51
$506K 0.11%
10,140
-16
52
$505K 0.11%
6,470
-4,562
53
$484K 0.1%
6,492
-2,996
54
$477K 0.1%
4,494
+2,320
55
$474K 0.1%
8,757
56
$467K 0.1%
1,905
+174
57
$467K 0.1%
6,049
-6,738
58
$463K 0.1%
25,080
-500
59
$461K 0.1%
6,744
-5,254
60
$451K 0.1%
7,571
+7,476
61
$447K 0.1%
3,195
-4,335
62
$424K 0.09%
8,567
+8,236
63
$420K 0.09%
5,522
-7,470
64
$415K 0.09%
1,531
+1,406
65
$414K 0.09%
8,278
+1,893
66
$403K 0.09%
3,183
+148
67
$403K 0.09%
8,499
68
$400K 0.09%
5,982
-8,565
69
$381K 0.08%
4,493
-5,849
70
$372K 0.08%
2,801
+2,505
71
$372K 0.08%
7,668
-12,015
72
$369K 0.08%
6,379
+4,005
73
$364K 0.08%
6,494
-5,247
74
$362K 0.08%
2,313
-1,044
75
$359K 0.08%
4,298
+804
1 2
3
4 5