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
851
$12K ﹤0.01%
426
-201
852
$12K ﹤0.01%
+124
853
$12K ﹤0.01%
229
-181
854
$12K ﹤0.01%
237
+226
855
$12K ﹤0.01%
295
-2,281
856
$12K ﹤0.01%
345
+336
857
$12K ﹤0.01%
772
+537
858
$11K ﹤0.01%
287
-329
859
$11K ﹤0.01%
252
+204
860
$11K ﹤0.01%
760
+730
861
$11K ﹤0.01%
84
+81
862
$11K ﹤0.01%
200
+161
863
$11K ﹤0.01%
573
-2,051
864
$11K ﹤0.01%
333
-4,837
865
$11K ﹤0.01%
283
+275
866
$11K ﹤0.01%
127
+98
867
$11K ﹤0.01%
136
+61
868
$11K ﹤0.01%
+485
869
$11K ﹤0.01%
97
+81
870
$11K ﹤0.01%
574
-1,772
871
$11K ﹤0.01%
95
872
$11K ﹤0.01%
123
-818
873
$11K ﹤0.01%
250
-149
874
$11K ﹤0.01%
33
+31
875
$11K ﹤0.01%
+210
33 34
35
36 37