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
1701
$1K ﹤0.01%
25
-25
1702
$1K ﹤0.01%
+18
1703
$1K ﹤0.01%
77
+49
1704
$1K ﹤0.01%
37
+31
1705
$1K ﹤0.01%
+3
1706
$1K ﹤0.01%
2
+1
1707
$1K ﹤0.01%
38
1708
$1K ﹤0.01%
+21
1709
$1K ﹤0.01%
+75
1710
$1K ﹤0.01%
+31
1711
$1K ﹤0.01%
20
-325
1712
$1K ﹤0.01%
+14
1713
$1K ﹤0.01%
+20
1714
$1K ﹤0.01%
+45
1715
$1K ﹤0.01%
+29
1716
$1K ﹤0.01%
20
+11
1717
– –
0
1718
$1K ﹤0.01%
+24
1719
$1K ﹤0.01%
18
+13
1720
$1K ﹤0.01%
14
+10
1721
$1K ﹤0.01%
+9
1722
$1K ﹤0.01%
+249
1723
$1K ﹤0.01%
21
+17
1724
$1K ﹤0.01%
9
+6
1725
$1K ﹤0.01%
36
-511
67 68
69
70 71