JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Fund
S&P 500
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
+$8.26M
2
+$3.41M
3
+$3.29M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.19M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.34M

Top Sells

1
+$7.8M
2
+$7.53M
3
+$6.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.28M

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%
27
1227
$4K ﹤0.01%
54
+25
1228
$4K ﹤0.01%
202
+180
1229
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+200
1230
$4K ﹤0.01%
+104
1231
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+59
1232
$4K ﹤0.01%
259
-2,129
1233
$4K ﹤0.01%
+318
1234
$4K ﹤0.01%
+335
1235
$4K ﹤0.01%
+31
1236
$4K ﹤0.01%
81
+74
1237
$4K ﹤0.01%
+29
1238
$4K ﹤0.01%
+161
1239
$4K ﹤0.01%
126
+85
1240
$4K ﹤0.01%
+130
1241
$4K ﹤0.01%
76
+68
1242
$4K ﹤0.01%
123
-67
1243
$4K ﹤0.01%
+43
1244
$4K ﹤0.01%
116
+111
1245
$4K ﹤0.01%
142
+23
1246
$4K ﹤0.01%
67
+2
1247
$4K ﹤0.01%
+166
1248
$4K ﹤0.01%
1,480
+940
1249
$4K ﹤0.01%
+78
1250
$4K ﹤0.01%
+250
48 49
50
51 52