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
1726
$1K ﹤0.01%
+39
1727
$1K ﹤0.01%
+78
1728
$1K ﹤0.01%
135
-2,870
1729
$1K ﹤0.01%
+5
1730
$1K ﹤0.01%
+21
1731
$1K ﹤0.01%
+21
1732
$1K ﹤0.01%
+23
1733
$1K ﹤0.01%
+21
1734
$1K ﹤0.01%
+13
1735
$1K ﹤0.01%
36
+27
1736
$1K ﹤0.01%
7
1737
$1K ﹤0.01%
+7
1738
$1K ﹤0.01%
+92
1739
$0 ﹤0.01%
+61
1740
– –
-1,428
1741
– –
-125
1742
– –
-58
1743
– –
-931
1744
– –
-8
1745
$0 ﹤0.01%
+6
1746
– –
-84
1747
$0 ﹤0.01%
+6
1748
$0 ﹤0.01%
+14
1749
– –
-6
1750
– –
-1,402
68 69
70
71 72