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
951
$9K ﹤0.01%
518
-779
952
$9K ﹤0.01%
265
+210
953
$9K ﹤0.01%
101
+41
954
$9K ﹤0.01%
+300
955
$9K ﹤0.01%
67
956
$9K ﹤0.01%
74
+66
957
$9K ﹤0.01%
+69
958
$9K ﹤0.01%
95
+92
959
$9K ﹤0.01%
316
-2,264
960
$9K ﹤0.01%
135
+34
961
$9K ﹤0.01%
295
-1,177
962
$9K ﹤0.01%
509
-5,488
963
$9K ﹤0.01%
402
+334
964
$9K ﹤0.01%
348
-108
965
$9K ﹤0.01%
410
+387
966
$9K ﹤0.01%
444
-274
967
$9K ﹤0.01%
30
-44
968
$9K ﹤0.01%
+328
969
$9K ﹤0.01%
705
+617
970
$9K ﹤0.01%
432
+387
971
$9K ﹤0.01%
262
+183
972
$9K ﹤0.01%
358
-3,154
973
$9K ﹤0.01%
119
-611
974
$9K ﹤0.01%
823
+179
975
$8K ﹤0.01%
127
+68
37 38
39
40 41