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
1426
$2K ﹤0.01%
+34
1427
$2K ﹤0.01%
+142
1428
$2K ﹤0.01%
77
+70
1429
$2K ﹤0.01%
24
-51
1430
$2K ﹤0.01%
67
+51
1431
$2K ﹤0.01%
+45
1432
$2K ﹤0.01%
62
+44
1433
$2K ﹤0.01%
7
-3
1434
$2K ﹤0.01%
+101
1435
$2K ﹤0.01%
51
+27
1436
$2K ﹤0.01%
+33
1437
$2K ﹤0.01%
56
+50
1438
$2K ﹤0.01%
+14
1439
$2K ﹤0.01%
+78
1440
$2K ﹤0.01%
+604
1441
$2K ﹤0.01%
+225
1442
$2K ﹤0.01%
+99
1443
$2K ﹤0.01%
9
-146
1444
$2K ﹤0.01%
57
-228
1445
$2K ﹤0.01%
+61
1446
$2K ﹤0.01%
+31
1447
$2K ﹤0.01%
+40
1448
$2K ﹤0.01%
+272
1449
$2K ﹤0.01%
146
+122
1450
$2K ﹤0.01%
10
+3
56 57
58
59 60