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
776
$14K ﹤0.01%
478
-169
777
$14K ﹤0.01%
337
-756
778
$14K ﹤0.01%
60
+57
779
$14K ﹤0.01%
193
+171
780
$14K ﹤0.01%
399
+302
781
$14K ﹤0.01%
133
+116
782
$14K ﹤0.01%
660
-237
783
$14K ﹤0.01%
93
784
$14K ﹤0.01%
207
+203
785
$14K ﹤0.01%
315
786
$14K ﹤0.01%
790
-2,666
787
$14K ﹤0.01%
182
+160
788
$14K ﹤0.01%
+93
789
$14K ﹤0.01%
+40
790
$14K ﹤0.01%
81
+32
791
$14K ﹤0.01%
124
+77
792
$14K ﹤0.01%
128
-987
793
$14K ﹤0.01%
106
+87
794
$14K ﹤0.01%
132
-9
795
$14K ﹤0.01%
141
+69
796
$14K ﹤0.01%
1,107
+1,034
797
$14K ﹤0.01%
249
+225
798
$14K ﹤0.01%
2,457
+2,314
799
$14K ﹤0.01%
846
+809
800
$13K ﹤0.01%
852
-1,111
30 31
32
33 34