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
1176
$4K ﹤0.01%
+335
1177
$4K ﹤0.01%
+31
1178
$4K ﹤0.01%
81
+74
1179
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+29
1180
$4K ﹤0.01%
+161
1181
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126
+85
1182
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+130
1183
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76
+68
1184
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123
-67
1185
$4K ﹤0.01%
+43
1186
$4K ﹤0.01%
116
+111
1187
$4K ﹤0.01%
142
+23
1188
$4K ﹤0.01%
67
+2
1189
$4K ﹤0.01%
16
+10
1190
$4K ﹤0.01%
109
+10
1191
$4K ﹤0.01%
+70
1192
$4K ﹤0.01%
104
-7
1193
$4K ﹤0.01%
61
+47
1194
$4K ﹤0.01%
+54
1195
$4K ﹤0.01%
26
+23
1196
$4K ﹤0.01%
21
+13
1197
$4K ﹤0.01%
113
+47
1198
$4K ﹤0.01%
244
+78
1199
$4K ﹤0.01%
45
1200
$4K ﹤0.01%
520
-4,224
46 47
48
49 50