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
1101
$6K ﹤0.01%
282
+233
1102
$6K ﹤0.01%
+34
1103
$6K ﹤0.01%
626
+366
1104
$6K ﹤0.01%
151
+106
1105
$6K ﹤0.01%
181
1106
$5K ﹤0.01%
124
+39
1107
$5K ﹤0.01%
112
+82
1108
$5K ﹤0.01%
123
-55
1109
$5K ﹤0.01%
+115
1110
$5K ﹤0.01%
+119
1111
$5K ﹤0.01%
+110
1112
$5K ﹤0.01%
+600
1113
$5K ﹤0.01%
289
-1,983
1114
$5K ﹤0.01%
49
+34
1115
$5K ﹤0.01%
229
-729
1116
$5K ﹤0.01%
+81
1117
$5K ﹤0.01%
+125
1118
$5K ﹤0.01%
85
+48
1119
$5K ﹤0.01%
50
1120
$5K ﹤0.01%
23
+16
1121
$5K ﹤0.01%
70
-2,036
1122
$5K ﹤0.01%
+133
1123
$5K ﹤0.01%
69
+27
1124
$5K ﹤0.01%
+94
1125
$5K ﹤0.01%
177
-2,705
43 44
45
46 47