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
1076
$6K ﹤0.01%
132
1077
$6K ﹤0.01%
2
1078
$6K ﹤0.01%
+144
1079
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156
+32
1080
$6K ﹤0.01%
319
+178
1081
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76
-381
1082
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85
+81
1083
$6K ﹤0.01%
234
+218
1084
$6K ﹤0.01%
+35
1085
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64
+9
1086
$6K ﹤0.01%
167
-6
1087
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159
+24
1088
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397
+209
1089
$6K ﹤0.01%
96
+25
1090
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113
1091
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69
+31
1092
$6K ﹤0.01%
65
+16
1093
$6K ﹤0.01%
130
+95
1094
$6K ﹤0.01%
454
+374
1095
$6K ﹤0.01%
491
+338
1096
$6K ﹤0.01%
327
+139
1097
$6K ﹤0.01%
+183
1098
$6K ﹤0.01%
194
+7
1099
$6K ﹤0.01%
129
+114
1100
$6K ﹤0.01%
124
-3
42 43
44
45 46