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
1351
$3K ﹤0.01%
250
-1,555
1352
$3K ﹤0.01%
24
+17
1353
$3K ﹤0.01%
194
-1,687
1354
$3K ﹤0.01%
34
1355
$3K ﹤0.01%
+500
1356
$3K ﹤0.01%
94
+68
1357
$3K ﹤0.01%
+27
1358
$3K ﹤0.01%
119
-1,566
1359
$3K ﹤0.01%
120
+84
1360
$3K ﹤0.01%
+50
1361
$3K ﹤0.01%
31
+29
1362
$3K ﹤0.01%
36
+1
1363
$3K ﹤0.01%
104
+51
1364
$3K ﹤0.01%
160
-2,109
1365
$3K ﹤0.01%
+35
1366
$3K ﹤0.01%
13
+7
1367
$3K ﹤0.01%
+69
1368
$3K ﹤0.01%
146
+25
1369
$3K ﹤0.01%
121
-864
1370
$3K ﹤0.01%
45
+7
1371
$3K ﹤0.01%
58
+28
1372
$3K ﹤0.01%
99
-1,026
1373
$3K ﹤0.01%
+58
1374
$2K ﹤0.01%
75
+56
1375
$2K ﹤0.01%
83
-5
53 54
55
56 57