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
1676
$1K ﹤0.01%
30
+24
1677
$1K ﹤0.01%
70
+51
1678
$1K ﹤0.01%
25
+20
1679
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15
+12
1680
$1K ﹤0.01%
34
-105
1681
$1K ﹤0.01%
+18
1682
$1K ﹤0.01%
+13
1683
$1K ﹤0.01%
+23
1684
$1K ﹤0.01%
+29
1685
$1K ﹤0.01%
22
-261
1686
$1K ﹤0.01%
+28
1687
$1K ﹤0.01%
+12
1688
$1K ﹤0.01%
+39
1689
$1K ﹤0.01%
+13
1690
$1K ﹤0.01%
151
-3,196
1691
$1K ﹤0.01%
51
-795
1692
$1K ﹤0.01%
+10
1693
$1K ﹤0.01%
28
+16
1694
$1K ﹤0.01%
+42
1695
$1K ﹤0.01%
+10
1696
$1K ﹤0.01%
+26
1697
$1K ﹤0.01%
50
-1,049
1698
$1K ﹤0.01%
+3
1699
$1K ﹤0.01%
+21
1700
$1K ﹤0.01%
8
+5
66 67
68
69 70