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
251
$68K 0.02%
1,275
-60
252
$68K 0.02%
4,430
-855
253
$68K 0.02%
1,150
+435
254
$68K 0.02%
1,159
-261
255
$67K 0.02%
742
-107
256
$67K 0.02%
3,546
+1,841
257
$67K 0.02%
4,348
-836
258
$67K 0.02%
1,935
+86
259
$67K 0.02%
574
+479
260
$67K 0.02%
573
+40
261
$66K 0.02%
1,405
-243
262
$66K 0.02%
2,880
-270
263
$65K 0.01%
485
-17
264
$65K 0.01%
2,320
+905
265
$65K 0.01%
700
-46
266
$65K 0.01%
4,248
+26
267
$65K 0.01%
759
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268
$65K 0.01%
542
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269
$65K 0.01%
973
+36
270
$64K 0.01%
697
-22
271
$63K 0.01%
905
+63
272
$63K 0.01%
9,302
273
$62K 0.01%
364
+301
274
$62K 0.01%
988
+695
275
$62K 0.01%
697
+161
9 10
11
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