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
1601
$1K ﹤0.01%
36
+27
1602
$1K ﹤0.01%
7
1603
$1K ﹤0.01%
+7
1604
$1K ﹤0.01%
+92
1605
$1K ﹤0.01%
+17
1606
$1K ﹤0.01%
+25
1607
$1K ﹤0.01%
+67
1608
$1K ﹤0.01%
+5
1609
$1K ﹤0.01%
52
-75
1610
$1K ﹤0.01%
+190
1611
$1K ﹤0.01%
+3
1612
$1K ﹤0.01%
+71
1613
$1K ﹤0.01%
+17
1614
$1K ﹤0.01%
38
1615
$1K ﹤0.01%
+200
1616
$1K ﹤0.01%
+14
1617
$1K ﹤0.01%
325
+276
1618
$1K ﹤0.01%
+60
1619
$1K ﹤0.01%
+15
1620
$1K ﹤0.01%
25
1621
$1K ﹤0.01%
+16
1622
$1K ﹤0.01%
+72
1623
$1K ﹤0.01%
+57
1624
$1K ﹤0.01%
+15
1625
$1K ﹤0.01%
+43
63 64
65
66 67