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
1401
$2K ﹤0.01%
+70
1402
$2K ﹤0.01%
+46
1403
$2K ﹤0.01%
218
-4,830
1404
$2K ﹤0.01%
+115
1405
$2K ﹤0.01%
+86
1406
$2K ﹤0.01%
+52
1407
$2K ﹤0.01%
+89
1408
$2K ﹤0.01%
+17
1409
$2K ﹤0.01%
+370
1410
$2K ﹤0.01%
31
+23
1411
$2K ﹤0.01%
+56
1412
$2K ﹤0.01%
+137
1413
$2K ﹤0.01%
+221
1414
$2K ﹤0.01%
+106
1415
$2K ﹤0.01%
+26
1416
$2K ﹤0.01%
+66
1417
$2K ﹤0.01%
63
+59
1418
$2K ﹤0.01%
28
+25
1419
$2K ﹤0.01%
29
+12
1420
$2K ﹤0.01%
72
+58
1421
$2K ﹤0.01%
246
-4,055
1422
$2K ﹤0.01%
80
-5
1423
$2K ﹤0.01%
70
1424
$2K ﹤0.01%
+32
1425
$2K ﹤0.01%
+18
55 56
57
58 59