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
826
$12K ﹤0.01%
+79
827
$12K ﹤0.01%
307
+296
828
$12K ﹤0.01%
137
+129
829
$12K ﹤0.01%
318
+218
830
$12K ﹤0.01%
113
+65
831
$12K ﹤0.01%
413
-2,329
832
$12K ﹤0.01%
300
-583
833
$12K ﹤0.01%
379
-433
834
$12K ﹤0.01%
209
+204
835
$12K ﹤0.01%
826
+812
836
$12K ﹤0.01%
347
+221
837
$12K ﹤0.01%
281
+245
838
$12K ﹤0.01%
230
-120
839
$12K ﹤0.01%
+420
840
$12K ﹤0.01%
354
+36
841
$12K ﹤0.01%
178
+173
842
$12K ﹤0.01%
907
+653
843
$12K ﹤0.01%
140
+117
844
$12K ﹤0.01%
742
+244
845
$12K ﹤0.01%
428
-1,945
846
$12K ﹤0.01%
154
+122
847
$12K ﹤0.01%
340
+301
848
$12K ﹤0.01%
316
+300
849
$12K ﹤0.01%
504
+496
850
$12K ﹤0.01%
467
32 33
34
35 36