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%
+20
1727
$1K ﹤0.01%
39
-29
1728
$1K ﹤0.01%
75
-71
1729
$1K ﹤0.01%
38
+19
1730
$1K ﹤0.01%
+14
1731
$1K ﹤0.01%
+58
1732
$1K ﹤0.01%
+17
1733
$1K ﹤0.01%
+16
1734
$1K ﹤0.01%
22
-4
1735
$1K ﹤0.01%
+29
1736
$1K ﹤0.01%
+5
1737
$1K ﹤0.01%
+4
1738
$1K ﹤0.01%
+77
1739
$0 ﹤0.01%
+12
1740
– –
-1
1741
$0 ﹤0.01%
+11
1742
$0 ﹤0.01%
+3
1743
$0 ﹤0.01%
+6
1744
– –
-200
1745
– –
-270
1746
– –
0
1747
$0 ﹤0.01%
+15
1748
– –
0
1749
$0 ﹤0.01%
+25
1750
– –
-7
68 69
70
71 72