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
251
$106K 0.02%
+782
252
$106K 0.02%
+6,510
253
$105K 0.02%
+1,425
254
$105K 0.02%
+5,283
255
$104K 0.02%
+1,511
256
$104K 0.02%
+11,160
257
$103K 0.02%
+375
258
$103K 0.02%
+3,393
259
$103K 0.02%
+2,686
260
$103K 0.02%
1,334
-1,922
261
$103K 0.02%
+1,895
262
$102K 0.02%
+2,223
263
$102K 0.02%
+2,137
264
$101K 0.02%
+483
265
$101K 0.02%
1,870
-2,299
266
$100K 0.02%
+1,799
267
$100K 0.02%
+1,435
268
$99K 0.02%
+1,776
269
$99K 0.02%
+2,296
270
$99K 0.02%
+1,874
271
$98K 0.02%
+1,325
272
$98K 0.02%
+1,134
273
$98K 0.02%
+5,972
274
$97K 0.02%
+1,412
275
$97K 0.02%
+4,378