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
1551
$1K ﹤0.01%
51
-795
1552
$1K ﹤0.01%
+10
1553
$1K ﹤0.01%
28
+16
1554
$1K ﹤0.01%
+42
1555
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+42
1556
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8
-3
1557
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+17
1558
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+17
1559
$1K ﹤0.01%
+237
1560
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+6
1561
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9
+3
1562
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+45
1563
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+9
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$1K ﹤0.01%
+28
1565
$1K ﹤0.01%
+20
1566
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39
-29
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75
-71
1568
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38
+19
1569
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+14
1570
$1K ﹤0.01%
+58
1571
$1K ﹤0.01%
14
+11
1572
$1K ﹤0.01%
+12
1573
$1K ﹤0.01%
+24
1574
$1K ﹤0.01%
38
+24
1575
$1K ﹤0.01%
12
61 62
63
64 65