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
1251
$4K ﹤0.01%
45
1252
$4K ﹤0.01%
520
-4,224
1253
$4K ﹤0.01%
31
1254
$4K ﹤0.01%
+82
1255
$4K ﹤0.01%
+185
1256
$4K ﹤0.01%
173
+107
1257
$4K ﹤0.01%
86
+83
1258
$4K ﹤0.01%
+60
1259
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27
1260
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54
+25
1261
$4K ﹤0.01%
202
+180
1262
$4K ﹤0.01%
46
1263
$3K ﹤0.01%
55
+50
1264
$3K ﹤0.01%
305
+30
1265
$3K ﹤0.01%
+53
1266
$3K ﹤0.01%
+50
1267
$3K ﹤0.01%
63
1268
$3K ﹤0.01%
29
-11
1269
$3K ﹤0.01%
209
+57
1270
$3K ﹤0.01%
184
+137
1271
$3K ﹤0.01%
25
-22
1272
$3K ﹤0.01%
31
+1
1273
$3K ﹤0.01%
57
+4
1274
$3K ﹤0.01%
81
-1,345
1275
$3K ﹤0.01%
44
+20
49 50
51
52 53