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
926
$10K ﹤0.01%
+266
927
$10K ﹤0.01%
787
+618
928
$10K ﹤0.01%
412
+367
929
$9K ﹤0.01%
285
+166
930
$9K ﹤0.01%
518
-779
931
$9K ﹤0.01%
265
+210
932
$9K ﹤0.01%
101
+41
933
$9K ﹤0.01%
+300
934
$9K ﹤0.01%
67
935
$9K ﹤0.01%
74
+66
936
$9K ﹤0.01%
+69
937
$9K ﹤0.01%
95
+92
938
$9K ﹤0.01%
316
-2,264
939
$9K ﹤0.01%
135
+34
940
$9K ﹤0.01%
295
-1,177
941
$9K ﹤0.01%
509
-5,488
942
$9K ﹤0.01%
402
+334
943
$9K ﹤0.01%
67
+52
944
$9K ﹤0.01%
395
+376
945
$9K ﹤0.01%
420
+408
946
$9K ﹤0.01%
96
+54
947
$9K ﹤0.01%
203
-915
948
$9K ﹤0.01%
+400
949
$9K ﹤0.01%
1,289
950
$9K ﹤0.01%
186
+180
36 37
38
39 40