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
151
$184K 0.04%
2,138
-835
152
$183K 0.04%
4,690
+2,410
153
$179K 0.04%
3,179
-2,181
154
$176K 0.04%
4,336
+204
155
$175K 0.04%
938
+97
156
$173K 0.04%
1,223
+593
157
$169K 0.04%
+2,870
158
$168K 0.04%
1,263
-2,130
159
$162K 0.03%
3,945
+3,504
160
$158K 0.03%
2,330
-1,469
161
$158K 0.03%
3,048
+1,153
162
$156K 0.03%
2,487
-3,521
163
$156K 0.03%
1,343
-681
164
$155K 0.03%
380
+118
165
$153K 0.03%
657
+472
166
$151K 0.03%
6,512
-4,164
167
$150K 0.03%
1,164
-604
168
$147K 0.03%
1,271
-12
169
$144K 0.03%
1,848
+802
170
$143K 0.03%
2,223
-2,902
171
$141K 0.03%
487
+112
172
$141K 0.03%
1,331
-4,337
173
$137K 0.03%
2,014
+1,882
174
$137K 0.03%
+2,407
175
$132K 0.03%
2,971
-7,083
5 6
7
8 9