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
1601
$1K ﹤0.01%
+397
1602
$1K ﹤0.01%
8
-3
1603
$1K ﹤0.01%
+17
1604
$1K ﹤0.01%
35
+25
1605
$1K ﹤0.01%
+190
1606
$1K ﹤0.01%
+3
1607
$1K ﹤0.01%
+71
1608
$1K ﹤0.01%
+5
1609
$1K ﹤0.01%
52
-75
1610
$1K ﹤0.01%
+18
1611
$1K ﹤0.01%
43
+20
1612
$1K ﹤0.01%
14
-56
1613
$1K ﹤0.01%
31
+27
1614
$1K ﹤0.01%
+35
1615
$1K ﹤0.01%
14
+11
1616
$1K ﹤0.01%
+18
1617
$1K ﹤0.01%
41
+3
1618
$1K ﹤0.01%
+10
1619
$1K ﹤0.01%
+19
1620
$1K ﹤0.01%
+17
1621
$1K ﹤0.01%
+100
1622
$1K ﹤0.01%
+23
1623
$1K ﹤0.01%
+4
1624
$1K ﹤0.01%
+2
1625
$1K ﹤0.01%
+32
63 64
65
66 67