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
1026
$7K ﹤0.01%
69
+55
1027
$7K ﹤0.01%
+153
1028
$7K ﹤0.01%
126
+120
1029
$7K ﹤0.01%
586
+515
1030
$7K ﹤0.01%
263
+256
1031
$7K ﹤0.01%
196
-804
1032
$7K ﹤0.01%
200
+110
1033
$7K ﹤0.01%
606
-4,596
1034
$7K ﹤0.01%
146
+138
1035
$7K ﹤0.01%
172
+164
1036
$7K ﹤0.01%
62
1037
$7K ﹤0.01%
225
+155
1038
$7K ﹤0.01%
411
-1,312
1039
$7K ﹤0.01%
111
+56
1040
$7K ﹤0.01%
108
-1,304
1041
$7K ﹤0.01%
71
+26
1042
$7K ﹤0.01%
+59
1043
$7K ﹤0.01%
+266
1044
$7K ﹤0.01%
125
+88
1045
$7K ﹤0.01%
146
+121
1046
$7K ﹤0.01%
203
+153
1047
$7K ﹤0.01%
59
-7
1048
$7K ﹤0.01%
+87
1049
$7K ﹤0.01%
125
1050
$7K ﹤0.01%
66
40 41
42
43 44