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
876
$11K ﹤0.01%
136
+61
877
$11K ﹤0.01%
+485
878
$11K ﹤0.01%
97
+81
879
$11K ﹤0.01%
574
-1,772
880
$11K ﹤0.01%
95
881
$11K ﹤0.01%
123
-818
882
$11K ﹤0.01%
250
-149
883
$11K ﹤0.01%
33
+31
884
$11K ﹤0.01%
+210
885
$11K ﹤0.01%
+225
886
$11K ﹤0.01%
287
-329
887
$11K ﹤0.01%
252
+204
888
$11K ﹤0.01%
81
889
$11K ﹤0.01%
507
+474
890
$11K ﹤0.01%
212
+131
891
$11K ﹤0.01%
53
+26
892
$11K ﹤0.01%
155
+136
893
$11K ﹤0.01%
49
+9
894
$11K ﹤0.01%
490
+465
895
$11K ﹤0.01%
+7,000
896
$11K ﹤0.01%
217
+210
897
$11K ﹤0.01%
77
+6
898
$10K ﹤0.01%
336
+318
899
$10K ﹤0.01%
143
+139
900
$10K ﹤0.01%
1,143
-8,348
34 35
36
37 38