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
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,479
New
Increased
Reduced
Closed

Top Buys

1 +$6.76M
2 +$4.05M
3 +$3.95M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.49M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.06M

Sector Composition

1 Financials 4.1%
2 Technology 2.66%
3 Industrials 2.62%
4 Consumer Discretionary 2.33%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$116K 0.02%
+5,997
227
$115K 0.02%
+1,115
228
$115K 0.02%
+2,965
229
$115K 0.02%
+3,680
230
$114K 0.02%
+942
231
$114K 0.02%
+2,630
232
$113K 0.02%
814
-1,498
233
$113K 0.02%
1,762
-7,898
234
$112K 0.02%
+7,368
235
$112K 0.02%
+2,141
236
$112K 0.02%
+1,950
237
$112K 0.02%
+2,576
238
$111K 0.02%
+1,865
239
$110K 0.02%
+2,176
240
$109K 0.02%
+2,564
241
$108K 0.02%
+3,884
242
$108K 0.02%
+941
243
$108K 0.02%
+792
244
$108K 0.02%
+310
245
$108K 0.02%
+1,294
246
$107K 0.02%
+629
247
$107K 0.02%
+1,143
248
$107K 0.02%
728
-2,402
249
$107K 0.02%
+5,598
250
$106K 0.02%
+1,672