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
1401
$2K ﹤0.01%
7
-3
1402
$2K ﹤0.01%
+101
1403
$2K ﹤0.01%
51
+27
1404
$2K ﹤0.01%
+33
1405
$2K ﹤0.01%
56
+50
1406
$2K ﹤0.01%
+14
1407
$2K ﹤0.01%
+78
1408
$2K ﹤0.01%
+604
1409
$2K ﹤0.01%
+225
1410
$2K ﹤0.01%
+99
1411
$2K ﹤0.01%
9
-146
1412
$2K ﹤0.01%
57
-228
1413
$2K ﹤0.01%
+61
1414
$2K ﹤0.01%
+31
1415
$2K ﹤0.01%
+40
1416
$2K ﹤0.01%
+272
1417
$2K ﹤0.01%
146
+122
1418
$2K ﹤0.01%
10
+3
1419
$2K ﹤0.01%
+65
1420
$2K ﹤0.01%
+8
1421
$2K ﹤0.01%
43
+21
1422
$2K ﹤0.01%
+157
1423
$2K ﹤0.01%
+9
1424
$2K ﹤0.01%
+26
1425
$2K ﹤0.01%
209
+175
55 56
57
58 59