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
1276
$3K ﹤0.01%
79
+55
1277
$3K ﹤0.01%
59
+44
1278
$3K ﹤0.01%
65
+60
1279
$3K ﹤0.01%
36
1280
$3K ﹤0.01%
154
+13
1281
$3K ﹤0.01%
55
-108
1282
$3K ﹤0.01%
63
-26
1283
$3K ﹤0.01%
+58
1284
$3K ﹤0.01%
67
-63
1285
$3K ﹤0.01%
+210
1286
$3K ﹤0.01%
134
+107
1287
$3K ﹤0.01%
69
-472
1288
$3K ﹤0.01%
73
1289
$3K ﹤0.01%
106
+85
1290
$3K ﹤0.01%
212
+188
1291
$3K ﹤0.01%
70
+55
1292
$3K ﹤0.01%
144
-1,681
1293
$3K ﹤0.01%
+41
1294
$3K ﹤0.01%
216
-3,237
1295
$3K ﹤0.01%
+100
1296
$3K ﹤0.01%
33
+9
1297
$3K ﹤0.01%
131
+113
1298
$3K ﹤0.01%
64
+50
1299
$3K ﹤0.01%
88
1300
$3K ﹤0.01%
64
50 51
52
53 54