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
1626
$1K ﹤0.01%
+18
1627
$1K ﹤0.01%
43
+20
1628
$1K ﹤0.01%
+105
1629
$1K ﹤0.01%
98
+52
1630
$1K ﹤0.01%
+3
1631
$1K ﹤0.01%
25
+20
1632
$1K ﹤0.01%
+73
1633
$1K ﹤0.01%
+9
1634
$1K ﹤0.01%
+31
1635
$1K ﹤0.01%
+3
1636
$1K ﹤0.01%
+7
1637
$1K ﹤0.01%
10
+5
1638
$1K ﹤0.01%
+9
1639
$1K ﹤0.01%
+16
1640
$1K ﹤0.01%
+39
1641
$1K ﹤0.01%
+4
1642
$1K ﹤0.01%
+20
1643
$1K ﹤0.01%
14
-56
1644
$1K ﹤0.01%
31
+27
1645
$1K ﹤0.01%
+10
1646
$1K ﹤0.01%
+35
1647
$1K ﹤0.01%
14
+11
1648
$1K ﹤0.01%
+18
1649
$1K ﹤0.01%
41
+3
1650
$1K ﹤0.01%
+10
64 65
66
67 68