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
1501
$2K ﹤0.01%
+45
1502
$2K ﹤0.01%
91
+66
1503
$2K ﹤0.01%
37
+16
1504
$2K ﹤0.01%
+85
1505
$2K ﹤0.01%
204
+151
1506
$2K ﹤0.01%
174
+147
1507
$1K ﹤0.01%
325
+276
1508
$1K ﹤0.01%
+60
1509
$1K ﹤0.01%
+15
1510
$1K ﹤0.01%
25
1511
$1K ﹤0.01%
+16
1512
$1K ﹤0.01%
+72
1513
$1K ﹤0.01%
+57
1514
$1K ﹤0.01%
+15
1515
$1K ﹤0.01%
+43
1516
$1K ﹤0.01%
+105
1517
$1K ﹤0.01%
98
+52
1518
$1K ﹤0.01%
+3
1519
$1K ﹤0.01%
25
+20
1520
$1K ﹤0.01%
+73
1521
$1K ﹤0.01%
+9
1522
$1K ﹤0.01%
+25
1523
$1K ﹤0.01%
+31
1524
$1K ﹤0.01%
+67
1525
$1K ﹤0.01%
+3
59 60
61
62 63