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
276
$61K 0.01%
654
+73
277
$61K 0.01%
993
+153
278
$61K 0.01%
434
+177
279
$61K 0.01%
874
-131
280
$60K 0.01%
553
-41
281
$60K 0.01%
4,031
+871
282
$60K 0.01%
403
+18
283
$59K 0.01%
795
-96
284
$59K 0.01%
715
+138
285
$59K 0.01%
2,727
-508
286
$59K 0.01%
822
-1,013
287
$59K 0.01%
813
-114
288
$58K 0.01%
1,546
-162
289
$58K 0.01%
740
+226
290
$58K 0.01%
2,190
+1,239
291
$58K 0.01%
719
-98
292
$58K 0.01%
198
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293
$58K 0.01%
2,542
+2,023
294
$57K 0.01%
830
-52
295
$57K 0.01%
4,324
-6,768
296
$57K 0.01%
460
+209
297
$57K 0.01%
3,000
298
$57K 0.01%
1,530
+964
299
$57K 0.01%
2,018
+1,178
300
$56K 0.01%
2,712
+234
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