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
1501
$2K ﹤0.01%
+89
1502
$2K ﹤0.01%
+17
1503
$2K ﹤0.01%
+370
1504
$2K ﹤0.01%
31
+23
1505
$2K ﹤0.01%
+137
1506
$2K ﹤0.01%
+221
1507
$1K ﹤0.01%
+77
1508
$1K ﹤0.01%
+25
1509
$1K ﹤0.01%
12
+9
1510
$1K ﹤0.01%
+36
1511
$1K ﹤0.01%
+26
1512
$1K ﹤0.01%
39
-10
1513
$1K ﹤0.01%
+40
1514
$1K ﹤0.01%
+19
1515
$1K ﹤0.01%
+81
1516
$1K ﹤0.01%
+15
1517
$1K ﹤0.01%
14
+11
1518
$1K ﹤0.01%
+12
1519
$1K ﹤0.01%
+24
1520
$1K ﹤0.01%
38
+24
1521
$1K ﹤0.01%
12
1522
$1K ﹤0.01%
35
+25
1523
$1K ﹤0.01%
+30
1524
$1K ﹤0.01%
+16
1525
$1K ﹤0.01%
20
59 60
61
62 63