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
1051
$7K ﹤0.01%
+280
1052
$7K ﹤0.01%
234
-1,050
1053
$6K ﹤0.01%
208
-3,133
1054
$6K ﹤0.01%
118
+58
1055
$6K ﹤0.01%
53
+30
1056
$6K ﹤0.01%
+97
1057
$6K ﹤0.01%
+37
1058
$6K ﹤0.01%
113
1059
$6K ﹤0.01%
69
+31
1060
$6K ﹤0.01%
65
+16
1061
$6K ﹤0.01%
130
+95
1062
$6K ﹤0.01%
82
+56
1063
$6K ﹤0.01%
59
+37
1064
$6K ﹤0.01%
9
+6
1065
$6K ﹤0.01%
+209
1066
$6K ﹤0.01%
+37
1067
$6K ﹤0.01%
+20
1068
$6K ﹤0.01%
233
+14
1069
$6K ﹤0.01%
86
+58
1070
$6K ﹤0.01%
249
-2,069
1071
$6K ﹤0.01%
60
-60
1072
$6K ﹤0.01%
78
+73
1073
$6K ﹤0.01%
204
+13
1074
$6K ﹤0.01%
619
+537
1075
$6K ﹤0.01%
+1,329
41 42
43
44 45