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
1001
$8K ﹤0.01%
96
+93
1002
$8K ﹤0.01%
40
+12
1003
$8K ﹤0.01%
122
-1,637
1004
$8K ﹤0.01%
106
-17
1005
$8K ﹤0.01%
976
+764
1006
$8K ﹤0.01%
221
+169
1007
$8K ﹤0.01%
105
+101
1008
$8K ﹤0.01%
292
+169
1009
$8K ﹤0.01%
327
-793
1010
$8K ﹤0.01%
72
+32
1011
$8K ﹤0.01%
319
+288
1012
$7K ﹤0.01%
+200
1013
$7K ﹤0.01%
+59
1014
$7K ﹤0.01%
270
+190
1015
$7K ﹤0.01%
258
+247
1016
$7K ﹤0.01%
30
+16
1017
$7K ﹤0.01%
249
+212
1018
$7K ﹤0.01%
224
+125
1019
$7K ﹤0.01%
342
+331
1020
$7K ﹤0.01%
+168
1021
$7K ﹤0.01%
173
+165
1022
$7K ﹤0.01%
374
+320
1023
$7K ﹤0.01%
+55
1024
$7K ﹤0.01%
43
1025
$7K ﹤0.01%
+143
39 40
41
42 43