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
1376
$2K ﹤0.01%
+43
1377
$2K ﹤0.01%
242
+109
1378
$2K ﹤0.01%
138
-1,402
1379
$2K ﹤0.01%
86
-1,653
1380
$2K ﹤0.01%
+28
1381
$2K ﹤0.01%
+65
1382
$2K ﹤0.01%
+8
1383
$2K ﹤0.01%
43
+21
1384
$2K ﹤0.01%
+157
1385
$2K ﹤0.01%
+378
1386
$2K ﹤0.01%
+21
1387
$2K ﹤0.01%
+52
1388
$2K ﹤0.01%
144
+110
1389
$2K ﹤0.01%
+79
1390
$2K ﹤0.01%
+10
1391
$2K ﹤0.01%
+88
1392
$2K ﹤0.01%
+42
1393
$2K ﹤0.01%
52
-4
1394
$2K ﹤0.01%
58
+47
1395
$2K ﹤0.01%
+38
1396
$2K ﹤0.01%
+156
1397
$2K ﹤0.01%
95
+84
1398
$2K ﹤0.01%
27
-4
1399
$2K ﹤0.01%
+113
1400
$2K ﹤0.01%
540
+506
54 55
56
57 58