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
876
$11K ﹤0.01%
+225
877
$11K ﹤0.01%
81
878
$11K ﹤0.01%
507
+474
879
$11K ﹤0.01%
212
+131
880
$11K ﹤0.01%
53
+26
881
$11K ﹤0.01%
155
+136
882
$11K ﹤0.01%
49
+9
883
$11K ﹤0.01%
490
+465
884
$11K ﹤0.01%
+7,000
885
$11K ﹤0.01%
217
+210
886
$11K ﹤0.01%
77
+6
887
$11K ﹤0.01%
410
+386
888
$11K ﹤0.01%
149
-334
889
$11K ﹤0.01%
369
+353
890
$11K ﹤0.01%
102
-599
891
$11K ﹤0.01%
5,015
-4,731
892
$11K ﹤0.01%
589
+431
893
$11K ﹤0.01%
187
+47
894
$11K ﹤0.01%
1,689
+827
895
$11K ﹤0.01%
674
+632
896
$11K ﹤0.01%
543
-4,740
897
$11K ﹤0.01%
1,057
-5,021
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