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
1926
$0 ﹤0.01%
+60
1927
$0 ﹤0.01%
12
-731
1928
$0 ﹤0.01%
+11
1929
$0 ﹤0.01%
+38
1930
$0 ﹤0.01%
+18
1931
– –
-27
1932
– –
-1,250
1933
$0 ﹤0.01%
+8
1934
$0 ﹤0.01%
+6
1935
– –
-834
1936
$0 ﹤0.01%
+8
1937
$0 ﹤0.01%
+8
1938
– –
-423
1939
– –
-162
1940
$0 ﹤0.01%
+4
1941
$0 ﹤0.01%
+5
1942
$0 ﹤0.01%
+6
1943
– –
-385
1944
– –
-240
1945
$0 ﹤0.01%
+1
1946
– –
-467
1947
– –
-3
1948
– –
-71
1949
$0 ﹤0.01%
+10
1950
– –
-2,005
75 76 77
78
79