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
1676
$1K ﹤0.01%
+26
1677
$1K ﹤0.01%
39
-10
1678
$1K ﹤0.01%
+40
1679
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+19
1680
$1K ﹤0.01%
+81
1681
$1K ﹤0.01%
+15
1682
$1K ﹤0.01%
23
1683
$1K ﹤0.01%
14
1684
$1K ﹤0.01%
+149
1685
$1K ﹤0.01%
48
+33
1686
$1K ﹤0.01%
+25
1687
$1K ﹤0.01%
+75
1688
$1K ﹤0.01%
22
+19
1689
$1K ﹤0.01%
25
-54
1690
$1K ﹤0.01%
8
+5
1691
$1K ﹤0.01%
3
1692
$1K ﹤0.01%
+48
1693
$1K ﹤0.01%
+30
1694
$1K ﹤0.01%
28
+21
1695
$1K ﹤0.01%
+51
1696
$1K ﹤0.01%
15
+12
1697
– –
0
1698
$1K ﹤0.01%
+29
1699
$1K ﹤0.01%
+6
1700
$1K ﹤0.01%
+15
66 67
68
69 70