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
951
$9K ﹤0.01%
122
-1
952
$9K ﹤0.01%
300
953
$9K ﹤0.01%
182
-718
954
$9K ﹤0.01%
+33
955
$9K ﹤0.01%
176
956
$9K ﹤0.01%
82
+10
957
$9K ﹤0.01%
+142
958
$9K ﹤0.01%
206
+176
959
$9K ﹤0.01%
250
960
$9K ﹤0.01%
88
+85
961
$9K ﹤0.01%
348
-108
962
$9K ﹤0.01%
410
+387
963
$9K ﹤0.01%
444
-274
964
$9K ﹤0.01%
30
-44
965
$9K ﹤0.01%
+328
966
$9K ﹤0.01%
705
+617
967
$9K ﹤0.01%
432
+387
968
$9K ﹤0.01%
262
+183
969
$9K ﹤0.01%
358
-3,154
970
$9K ﹤0.01%
119
-611
971
$9K ﹤0.01%
823
+179
972
$9K ﹤0.01%
228
+84
973
$9K ﹤0.01%
58
+55
974
$9K ﹤0.01%
157
+88
975
$8K ﹤0.01%
+300
37 38
39
40 41