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
801
$13K ﹤0.01%
55
-193
802
$13K ﹤0.01%
343
-132
803
$13K ﹤0.01%
567
-888
804
$13K ﹤0.01%
200
+196
805
$13K ﹤0.01%
+465
806
$13K ﹤0.01%
475
-1,426
807
$13K ﹤0.01%
627
+611
808
$13K ﹤0.01%
88
+50
809
$13K ﹤0.01%
297
+256
810
$13K ﹤0.01%
355
+5
811
$13K ﹤0.01%
294
+276
812
$13K ﹤0.01%
441
-893
813
$13K ﹤0.01%
157
+142
814
$13K ﹤0.01%
173
+87
815
$13K ﹤0.01%
+317
816
$13K ﹤0.01%
370
+315
817
$13K ﹤0.01%
130
+124
818
$13K ﹤0.01%
737
-686
819
$13K ﹤0.01%
+621
820
$13K ﹤0.01%
97
+91
821
$13K ﹤0.01%
852
-1,111
822
$13K ﹤0.01%
+500
823
$12K ﹤0.01%
377
+298
824
$12K ﹤0.01%
67
-4
825
$12K ﹤0.01%
+560
31 32
33
34 35