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
276
$97K 0.02%
+1,526
277
$97K 0.02%
+978
278
$97K 0.02%
+1,420
279
$96K 0.02%
+9,491
280
$96K 0.02%
6,031
-5,574
281
$96K 0.02%
+3,119
282
$96K 0.02%
+473
283
$95K 0.02%
+1,602
284
$95K 0.02%
+2,337
285
$95K 0.02%
+2,935
286
$94K 0.02%
+2,176
287
$94K 0.02%
+1,059
288
$94K 0.02%
+1,806
289
$93K 0.02%
+2,561
290
$93K 0.02%
3,560
-2,954
291
$93K 0.02%
+1,501
292
$93K 0.02%
+1,097
293
$92K 0.02%
+5,744
294
$92K 0.02%
272
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295
$92K 0.02%
+1,271
296
$92K 0.02%
+2,832
297
$92K 0.02%
+1,588
298
$92K 0.02%
+794
299
$92K 0.02%
+2,632
300
$91K 0.02%
+660