JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Fund
S&P 500
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
+$8.26M
2
+$3.41M
3
+$3.29M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.19M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.34M

Top Sells

1
+$7.8M
2
+$7.53M
3
+$6.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.28M

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
751
$16K ﹤0.01%
+350
752
$16K ﹤0.01%
+778
753
$16K ﹤0.01%
98
+43
754
$16K ﹤0.01%
268
+213
755
$16K ﹤0.01%
321
756
$16K ﹤0.01%
538
-172
757
$16K ﹤0.01%
350
+308
758
$16K ﹤0.01%
519
+476
759
$16K ﹤0.01%
119
+116
760
$15K ﹤0.01%
482
-6,085
761
$15K ﹤0.01%
621
-450
762
$15K ﹤0.01%
417
+24
763
$15K ﹤0.01%
331
+266
764
$15K ﹤0.01%
146
-185
765
$15K ﹤0.01%
162
+142
766
$15K ﹤0.01%
157
+142
767
$15K ﹤0.01%
205
+191
768
$15K ﹤0.01%
248
+201
769
$15K ﹤0.01%
427
+339
770
$15K ﹤0.01%
329
+316
771
$15K ﹤0.01%
771
+598
772
$15K ﹤0.01%
148
-646
773
$15K ﹤0.01%
523
+375
774
$14K ﹤0.01%
336
-1,158
775
$14K ﹤0.01%
74
-555
29 30
31
32 33