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
1226
$4K ﹤0.01%
74
-1,157
1227
$4K ﹤0.01%
77
-5,063
1228
$4K ﹤0.01%
108
+88
1229
$4K ﹤0.01%
110
-195
1230
$4K ﹤0.01%
+40
1231
$4K ﹤0.01%
58
1232
$4K ﹤0.01%
225
+205
1233
$4K ﹤0.01%
+28
1234
$4K ﹤0.01%
+114
1235
$4K ﹤0.01%
157
-201
1236
$4K ﹤0.01%
180
-1,117
1237
$4K ﹤0.01%
113
+98
1238
$4K ﹤0.01%
70
+33
1239
$4K ﹤0.01%
+35
1240
$4K ﹤0.01%
249
+230
1241
$4K ﹤0.01%
129
1242
$4K ﹤0.01%
+200
1243
$4K ﹤0.01%
+104
1244
$4K ﹤0.01%
+59
1245
$4K ﹤0.01%
+166
1246
$4K ﹤0.01%
1,480
+940
1247
$4K ﹤0.01%
+78
1248
$4K ﹤0.01%
+250
1249
$4K ﹤0.01%
+42
1250
$4K ﹤0.01%
251
+232
48 49
50
51 52