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
$441M
AUM Growth
-$91.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.96M
3
+$2.77M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.57M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.72M

Top Sells

1
+$8.06M
2
+$4.1M
3
+$3.8M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.67M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.31M

Sector Composition

1 Financials 3.32%
2 Technology 3.11%
3 Industrials 2.07%
4 Healthcare 2.03%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$80K 0.02%
4,031
+326
227
$80K 0.02%
1,212
-147
228
$80K 0.02%
754
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229
$79K 0.02%
338
230
$79K 0.02%
971
-240
231
$78K 0.02%
1,316
+201
232
$77K 0.02%
1,163
-58
233
$77K 0.02%
1,153
-135
234
$77K 0.02%
2,898
+101
235
$76K 0.02%
472
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236
$76K 0.02%
5,651
-9,700
237
$75K 0.02%
1,275
+132
238
$74K 0.02%
723
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239
$73K 0.02%
5,536
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240
$73K 0.02%
3,749
-828
241
$72K 0.02%
482
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242
$72K 0.02%
616
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243
$72K 0.02%
7,500
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244
$71K 0.02%
936
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245
$71K 0.02%
437
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246
$71K 0.02%
1,641
-222
247
$71K 0.02%
505
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248
$70K 0.02%
453
+3
249
$70K 0.02%
3,212
+1,144
250
$69K 0.02%
1,131
-408
8 9
10
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