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
1451
$2K ﹤0.01%
+9
1452
$2K ﹤0.01%
+26
1453
$2K ﹤0.01%
209
+175
1454
$2K ﹤0.01%
+104
1455
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+33
1456
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+154
1457
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13
1458
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+140
1459
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11
+8
1460
$2K ﹤0.01%
18
+3
1461
$2K ﹤0.01%
+15
1462
$2K ﹤0.01%
64
-109
1463
$2K ﹤0.01%
+54
1464
$2K ﹤0.01%
60
+8
1465
$2K ﹤0.01%
147
-230
1466
$2K ﹤0.01%
74
+56
1467
$2K ﹤0.01%
+40
1468
$2K ﹤0.01%
+26
1469
$2K ﹤0.01%
66
+48
1470
$2K ﹤0.01%
+100
1471
$2K ﹤0.01%
87
-79
1472
$2K ﹤0.01%
+77
1473
$2K ﹤0.01%
138
-875
1474
$2K ﹤0.01%
+37
1475
$2K ﹤0.01%
+242
57 58
59
60 61