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
1701
$1K ﹤0.01%
9
1702
$1K ﹤0.01%
+24
1703
$1K ﹤0.01%
+7
1704
$1K ﹤0.01%
+6
1705
$1K ﹤0.01%
+42
1706
$1K ﹤0.01%
8
-3
1707
$1K ﹤0.01%
+17
1708
$1K ﹤0.01%
+237
1709
$1K ﹤0.01%
+6
1710
$1K ﹤0.01%
9
+3
1711
$1K ﹤0.01%
+27
1712
$1K ﹤0.01%
108
+94
1713
$1K ﹤0.01%
7
+5
1714
$1K ﹤0.01%
+12
1715
$1K ﹤0.01%
+8
1716
$1K ﹤0.01%
+17
1717
$1K ﹤0.01%
+43
1718
$1K ﹤0.01%
+9
1719
$1K ﹤0.01%
41
+34
1720
$1K ﹤0.01%
+33
1721
$1K ﹤0.01%
+14
1722
$1K ﹤0.01%
+80
1723
$1K ﹤0.01%
+26
1724
$1K ﹤0.01%
+45
1725
$1K ﹤0.01%
+9
67 68
69
70 71