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
901
$10K ﹤0.01%
+228
902
$10K ﹤0.01%
156
+133
903
$10K ﹤0.01%
464
-2,691
904
$10K ﹤0.01%
908
-1,942
905
$10K ﹤0.01%
+730
906
$10K ﹤0.01%
240
-877
907
$10K ﹤0.01%
+261
908
$10K ﹤0.01%
158
+150
909
$10K ﹤0.01%
374
-1,798
910
$10K ﹤0.01%
1,062
+938
911
$10K ﹤0.01%
333
-782
912
$10K ﹤0.01%
+598
913
$10K ﹤0.01%
+8,000
914
$10K ﹤0.01%
+200
915
$10K ﹤0.01%
90
-273
916
$10K ﹤0.01%
217
+160
917
$10K ﹤0.01%
205
+137
918
$10K ﹤0.01%
+547
919
$10K ﹤0.01%
736
+601
920
$10K ﹤0.01%
35
921
$10K ﹤0.01%
133
+72
922
$10K ﹤0.01%
231
+184
923
$10K ﹤0.01%
92
+34
924
$10K ﹤0.01%
+341
925
$10K ﹤0.01%
256
+174
35 36
37
38 39