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
1476
$2K ﹤0.01%
52
-816
1477
$2K ﹤0.01%
+114
1478
$2K ﹤0.01%
+79
1479
$2K ﹤0.01%
110
-1,728
1480
$2K ﹤0.01%
+48
1481
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16
+8
1482
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16
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1483
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+8
1484
$2K ﹤0.01%
60
+17
1485
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+141
1486
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137
+122
1487
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+40
1488
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+35
1489
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197
+51
1490
$2K ﹤0.01%
+70
1491
$2K ﹤0.01%
14
+7
1492
$2K ﹤0.01%
58
+53
1493
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+108
1494
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+128
1495
$2K ﹤0.01%
45
-749
1496
$2K ﹤0.01%
+13
1497
$2K ﹤0.01%
189
+153
1498
$2K ﹤0.01%
+119
1499
$2K ﹤0.01%
82
+14
1500
$2K ﹤0.01%
40
+31
58 59
60
61 62