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
1126
$5K ﹤0.01%
+59
1127
$5K ﹤0.01%
15
+1
1128
$5K ﹤0.01%
387
+291
1129
$5K ﹤0.01%
21
+13
1130
$5K ﹤0.01%
136
+122
1131
$5K ﹤0.01%
184
+170
1132
$5K ﹤0.01%
183
+120
1133
$5K ﹤0.01%
342
+329
1134
$5K ﹤0.01%
117
+7
1135
$5K ﹤0.01%
+80
1136
$5K ﹤0.01%
100
+46
1137
$5K ﹤0.01%
+62
1138
$5K ﹤0.01%
+168
1139
$5K ﹤0.01%
48
+20
1140
$5K ﹤0.01%
119
+101
1141
$5K ﹤0.01%
+1,412
1142
$5K ﹤0.01%
250
+162
1143
$5K ﹤0.01%
126
+45
1144
$5K ﹤0.01%
232
-1,673
1145
$5K ﹤0.01%
88
-466
1146
$5K ﹤0.01%
75
+43
1147
$5K ﹤0.01%
+116
1148
$5K ﹤0.01%
79
1149
$5K ﹤0.01%
34
+7
1150
$5K ﹤0.01%
128
44 45
46
47 48