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
1576
$1K ﹤0.01%
+21
1577
$1K ﹤0.01%
52
-3,657
1578
$1K ﹤0.01%
+6
1579
$1K ﹤0.01%
+16
1580
$1K ﹤0.01%
+29
1581
$1K ﹤0.01%
+22
1582
$1K ﹤0.01%
+203
1583
$1K ﹤0.01%
+27
1584
$1K ﹤0.01%
+96
1585
$1K ﹤0.01%
11
+8
1586
$1K ﹤0.01%
183
+126
1587
$1K ﹤0.01%
+26
1588
$1K ﹤0.01%
+150
1589
$1K ﹤0.01%
+40
1590
$1K ﹤0.01%
+13
1591
$1K ﹤0.01%
+42
1592
$1K ﹤0.01%
+25
1593
$1K ﹤0.01%
+378
1594
$1K ﹤0.01%
248
+143
1595
$1K ﹤0.01%
+226
1596
$1K ﹤0.01%
+397
1597
$1K ﹤0.01%
8
-3
1598
$1K ﹤0.01%
+23
1599
$1K ﹤0.01%
+21
1600
$1K ﹤0.01%
+13
62 63
64
65 66