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
201
$111K 0.02%
585
-232
202
$110K 0.02%
1,361
+671
203
$110K 0.02%
3,884
204
$110K 0.02%
1,388
-4,176
205
$109K 0.02%
3,996
-2,438
206
$109K 0.02%
5,859
-4,980
207
$108K 0.02%
6,688
+944
208
$108K 0.02%
+6,372
209
$108K 0.02%
1,639
-1,056
210
$107K 0.02%
709
-339
211
$107K 0.02%
1,977
+277
212
$107K 0.02%
1,050
+72
213
$106K 0.02%
663
+3
214
$105K 0.02%
1,978
+1,768
215
$105K 0.02%
3,664
-13,049
216
$105K 0.02%
2,082
-986
217
$105K 0.02%
1,443
-802
218
$104K 0.02%
+1,282
219
$103K 0.02%
1,671
-855
220
$102K 0.02%
1,088
+254
221
$100K 0.02%
+9,302
222
$99K 0.02%
610
+582
223
$99K 0.02%
652
-331
224
$98K 0.02%
+9,152
225
$96K 0.02%
4,755
-4,109
7 8
9
10 11