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
1251
$4K ﹤0.01%
92
+35
1252
$4K ﹤0.01%
92
+87
1253
$4K ﹤0.01%
161
+123
1254
$4K ﹤0.01%
92
+88
1255
$4K ﹤0.01%
250
+94
1256
$4K ﹤0.01%
+1
1257
$4K ﹤0.01%
171
+139
1258
$4K ﹤0.01%
46
1259
$4K ﹤0.01%
30
+26
1260
$4K ﹤0.01%
61
+1
1261
$4K ﹤0.01%
196
-255
1262
$4K ﹤0.01%
+309
1263
$3K ﹤0.01%
55
+50
1264
$3K ﹤0.01%
209
+57
1265
$3K ﹤0.01%
184
+137
1266
$3K ﹤0.01%
25
-22
1267
$3K ﹤0.01%
31
+1
1268
$3K ﹤0.01%
57
+4
1269
$3K ﹤0.01%
81
-1,345
1270
$3K ﹤0.01%
44
+20
1271
$3K ﹤0.01%
79
+55
1272
$3K ﹤0.01%
59
+44
1273
$3K ﹤0.01%
65
+60
1274
$3K ﹤0.01%
70
+55
1275
$3K ﹤0.01%
144
-1,681
49 50
51
52 53