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%
167
-6
1077
$6K ﹤0.01%
159
+24
1078
$6K ﹤0.01%
397
+209
1079
$6K ﹤0.01%
96
+25
1080
$6K ﹤0.01%
113
1081
$6K ﹤0.01%
69
+31
1082
$6K ﹤0.01%
65
+16
1083
$6K ﹤0.01%
130
+95
1084
$6K ﹤0.01%
454
+374
1085
$6K ﹤0.01%
491
+338
1086
$6K ﹤0.01%
327
+139
1087
$6K ﹤0.01%
+183
1088
$6K ﹤0.01%
194
+7
1089
$6K ﹤0.01%
129
+114
1090
$6K ﹤0.01%
124
-3
1091
$6K ﹤0.01%
282
+233
1092
$6K ﹤0.01%
+34
1093
$6K ﹤0.01%
208
-3,133
1094
$6K ﹤0.01%
118
+58
1095
$6K ﹤0.01%
53
+30
1096
$6K ﹤0.01%
+97
1097
$6K ﹤0.01%
+37
1098
$6K ﹤0.01%
82
+56
1099
$6K ﹤0.01%
59
+37
1100
$6K ﹤0.01%
9
+6
42 43
44
45 46