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
1476
$2K ﹤0.01%
14
+7
1477
$2K ﹤0.01%
58
+53
1478
$2K ﹤0.01%
+108
1479
$2K ﹤0.01%
+128
1480
$2K ﹤0.01%
45
-749
1481
$2K ﹤0.01%
+13
1482
$2K ﹤0.01%
189
+153
1483
$2K ﹤0.01%
+119
1484
$2K ﹤0.01%
82
+14
1485
$2K ﹤0.01%
40
+31
1486
$2K ﹤0.01%
+45
1487
$2K ﹤0.01%
91
+66
1488
$2K ﹤0.01%
37
+16
1489
$2K ﹤0.01%
+85
1490
$2K ﹤0.01%
204
+151
1491
$2K ﹤0.01%
174
+147
1492
$2K ﹤0.01%
75
+56
1493
$2K ﹤0.01%
83
-5
1494
$2K ﹤0.01%
540
+506
1495
$2K ﹤0.01%
+70
1496
$2K ﹤0.01%
+46
1497
$2K ﹤0.01%
218
-4,830
1498
$2K ﹤0.01%
+115
1499
$2K ﹤0.01%
+86
1500
$2K ﹤0.01%
+52
58 59
60
61 62