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
1076
$6K ﹤0.01%
+252
1077
$6K ﹤0.01%
159
+146
1078
$6K ﹤0.01%
+120
1079
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28
+25
1080
$6K ﹤0.01%
132
1081
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2
1082
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+144
1083
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156
+32
1084
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319
+178
1085
$6K ﹤0.01%
76
-381
1086
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85
+81
1087
$6K ﹤0.01%
234
+218
1088
$6K ﹤0.01%
+35
1089
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64
+9
1090
$6K ﹤0.01%
167
-6
1091
$6K ﹤0.01%
159
+24
1092
$6K ﹤0.01%
397
+209
1093
$6K ﹤0.01%
96
+25
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