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
826
$12K ﹤0.01%
+560
827
$12K ﹤0.01%
307
+296
828
$12K ﹤0.01%
+420
829
$12K ﹤0.01%
354
+36
830
$12K ﹤0.01%
340
+301
831
$12K ﹤0.01%
316
+300
832
$12K ﹤0.01%
504
+496
833
$12K ﹤0.01%
467
834
$12K ﹤0.01%
426
-201
835
$12K ﹤0.01%
+124
836
$12K ﹤0.01%
229
-181
837
$12K ﹤0.01%
237
+226
838
$12K ﹤0.01%
295
-2,281
839
$12K ﹤0.01%
345
+336
840
$12K ﹤0.01%
772
+537
841
$12K ﹤0.01%
137
+129
842
$12K ﹤0.01%
318
+218
843
$12K ﹤0.01%
113
+65
844
$12K ﹤0.01%
413
-2,329
845
$12K ﹤0.01%
300
-583
846
$12K ﹤0.01%
379
-433
847
$12K ﹤0.01%
209
+204
848
$12K ﹤0.01%
826
+812
849
$12K ﹤0.01%
347
+221
850
$12K ﹤0.01%
281
+245
32 33
34
35 36