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
1651
$1K ﹤0.01%
+23
1652
$1K ﹤0.01%
+4
1653
$1K ﹤0.01%
+2
1654
$1K ﹤0.01%
+32
1655
$1K ﹤0.01%
+32
1656
$1K ﹤0.01%
+12
1657
$1K ﹤0.01%
+124
1658
$1K ﹤0.01%
40
-10
1659
$1K ﹤0.01%
+60
1660
$1K ﹤0.01%
+48
1661
$1K ﹤0.01%
77
+50
1662
$1K ﹤0.01%
+300
1663
$1K ﹤0.01%
+16
1664
$1K ﹤0.01%
62
+4
1665
$1K ﹤0.01%
+27
1666
$1K ﹤0.01%
+139
1667
– –
0
1668
$1K ﹤0.01%
+45
1669
$1K ﹤0.01%
+12
1670
$1K ﹤0.01%
+17
1671
$1K ﹤0.01%
+23
1672
$1K ﹤0.01%
+42
1673
$1K ﹤0.01%
30
+24
1674
$1K ﹤0.01%
70
+51
1675
$1K ﹤0.01%
25
+20
65 66
67
68 69