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
1201
$4K ﹤0.01%
31
1202
$4K ﹤0.01%
+82
1203
$4K ﹤0.01%
+185
1204
$4K ﹤0.01%
173
+107
1205
$4K ﹤0.01%
86
+83
1206
$4K ﹤0.01%
27
1207
$4K ﹤0.01%
54
+25
1208
$4K ﹤0.01%
202
+180
1209
$4K ﹤0.01%
+139
1210
$4K ﹤0.01%
238
+176
1211
$4K ﹤0.01%
681
+523
1212
$4K ﹤0.01%
221
-1,208
1213
$4K ﹤0.01%
+60
1214
$4K ﹤0.01%
53
+49
1215
$4K ﹤0.01%
88
-123
1216
$4K ﹤0.01%
+133
1217
$4K ﹤0.01%
42
+29
1218
$4K ﹤0.01%
+203
1219
$4K ﹤0.01%
191
-882
1220
$4K ﹤0.01%
+210
1221
$4K ﹤0.01%
69
+49
1222
$4K ﹤0.01%
+200
1223
$4K ﹤0.01%
+93
1224
$4K ﹤0.01%
199
-1,321
1225
$4K ﹤0.01%
+45
47 48
49
50 51