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
726
$17K ﹤0.01%
+561
727
$17K ﹤0.01%
283
+257
728
$17K ﹤0.01%
194
+190
729
$17K ﹤0.01%
928
+858
730
$17K ﹤0.01%
266
-206
731
$17K ﹤0.01%
395
-1,438
732
$17K ﹤0.01%
272
+183
733
$17K ﹤0.01%
561
+550
734
$17K ﹤0.01%
902
-1,456
735
$17K ﹤0.01%
+198
736
$17K ﹤0.01%
+209
737
$17K ﹤0.01%
+1,276
738
$17K ﹤0.01%
198
+138
739
$17K ﹤0.01%
288
+27
740
$17K ﹤0.01%
572
-551
741
$17K ﹤0.01%
468
+367
742
$17K ﹤0.01%
334
+293
743
$17K ﹤0.01%
565
-2,183
744
$17K ﹤0.01%
976
745
$17K ﹤0.01%
230
+200
746
$16K ﹤0.01%
378
+361
747
$16K ﹤0.01%
298
-64
748
$16K ﹤0.01%
1,153
+1,092
749
$16K ﹤0.01%
210
+155
750
$16K ﹤0.01%
+350
28 29
30
31 32