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
851
$12K ﹤0.01%
230
-120
852
$12K ﹤0.01%
178
+173
853
$12K ﹤0.01%
907
+653
854
$12K ﹤0.01%
140
+117
855
$12K ﹤0.01%
742
+244
856
$12K ﹤0.01%
428
-1,945
857
$12K ﹤0.01%
154
+122
858
$11K ﹤0.01%
760
+730
859
$11K ﹤0.01%
84
+81
860
$11K ﹤0.01%
200
+161
861
$11K ﹤0.01%
573
-2,051
862
$11K ﹤0.01%
333
-4,837
863
$11K ﹤0.01%
410
+386
864
$11K ﹤0.01%
149
-334
865
$11K ﹤0.01%
369
+353
866
$11K ﹤0.01%
102
-599
867
$11K ﹤0.01%
5,015
-4,731
868
$11K ﹤0.01%
589
+431
869
$11K ﹤0.01%
187
+47
870
$11K ﹤0.01%
1,689
+827
871
$11K ﹤0.01%
674
+632
872
$11K ﹤0.01%
543
-4,740
873
$11K ﹤0.01%
1,057
-5,021
874
$11K ﹤0.01%
283
+275
875
$11K ﹤0.01%
127
+98
33 34
35
36 37