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
1326
$3K ﹤0.01%
+178
1327
$3K ﹤0.01%
93
-579
1328
$3K ﹤0.01%
+172
1329
$3K ﹤0.01%
111
+1
1330
$3K ﹤0.01%
183
-6,327
1331
$3K ﹤0.01%
+44
1332
$3K ﹤0.01%
56
1333
$3K ﹤0.01%
+110
1334
$3K ﹤0.01%
244
+231
1335
$3K ﹤0.01%
226
+169
1336
$3K ﹤0.01%
+20
1337
$3K ﹤0.01%
64
-4
1338
$3K ﹤0.01%
+15
1339
$3K ﹤0.01%
84
+52
1340
$3K ﹤0.01%
148
+67
1341
$3K ﹤0.01%
51
+47
1342
$3K ﹤0.01%
255
+115
1343
$3K ﹤0.01%
134
+121
1344
$3K ﹤0.01%
185
+89
1345
$3K ﹤0.01%
+78
1346
$3K ﹤0.01%
96
-1,498
1347
$3K ﹤0.01%
132
+46
1348
$3K ﹤0.01%
47
1349
$3K ﹤0.01%
77
1350
$3K ﹤0.01%
161
-52
52 53
54
55 56