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
1301
$3K ﹤0.01%
+26
1302
$3K ﹤0.01%
36
1303
$3K ﹤0.01%
154
+13
1304
$3K ﹤0.01%
55
-108
1305
$3K ﹤0.01%
63
-26
1306
$3K ﹤0.01%
67
-63
1307
$3K ﹤0.01%
+210
1308
$3K ﹤0.01%
134
+107
1309
$3K ﹤0.01%
69
-472
1310
$3K ﹤0.01%
73
1311
$3K ﹤0.01%
106
+85
1312
$3K ﹤0.01%
212
+188
1313
$3K ﹤0.01%
88
1314
$3K ﹤0.01%
64
1315
$3K ﹤0.01%
33
+25
1316
$3K ﹤0.01%
+165
1317
$3K ﹤0.01%
57
+46
1318
$3K ﹤0.01%
82
1319
$3K ﹤0.01%
21
+19
1320
$3K ﹤0.01%
+27
1321
$3K ﹤0.01%
134
+72
1322
$3K ﹤0.01%
87
+78
1323
$3K ﹤0.01%
525
+191
1324
$3K ﹤0.01%
+175
1325
$3K ﹤0.01%
193
+182
51 52
53
54 55