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
801
$13K ﹤0.01%
305
+258
802
$13K ﹤0.01%
55
-193
803
$13K ﹤0.01%
343
-132
804
$13K ﹤0.01%
567
-888
805
$13K ﹤0.01%
200
+196
806
$13K ﹤0.01%
+465
807
$13K ﹤0.01%
475
-1,426
808
$13K ﹤0.01%
+500
809
$13K ﹤0.01%
627
+611
810
$13K ﹤0.01%
88
+50
811
$13K ﹤0.01%
297
+256
812
$13K ﹤0.01%
355
+5
813
$13K ﹤0.01%
294
+276
814
$13K ﹤0.01%
441
-893
815
$13K ﹤0.01%
157
+142
816
$13K ﹤0.01%
173
+87
817
$13K ﹤0.01%
+317
818
$13K ﹤0.01%
370
+315
819
$13K ﹤0.01%
130
+124
820
$13K ﹤0.01%
737
-686
821
$13K ﹤0.01%
+621
822
$13K ﹤0.01%
97
+91
823
$12K ﹤0.01%
377
+298
824
$12K ﹤0.01%
67
-4
825
$12K ﹤0.01%
+79
31 32
33
34 35