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
1551
$1K ﹤0.01%
+3
1552
$1K ﹤0.01%
2
+1
1553
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+21
1554
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1555
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+31
1556
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20
-325
1557
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+14
1558
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+20
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+45
1560
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+29
1561
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20
+11
1562
– –
0
1563
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+24
1564
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18
+13
1565
$1K ﹤0.01%
14
+10
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$1K ﹤0.01%
+249
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21
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1569
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9
+6
1570
$1K ﹤0.01%
36
-511
1571
$1K ﹤0.01%
+39
1572
$1K ﹤0.01%
+78
1573
$1K ﹤0.01%
135
-2,870
1574
$1K ﹤0.01%
+5
1575
$1K ﹤0.01%
+21
61 62
63
64 65