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
301
$90K 0.02%
+3,341
302
$90K 0.02%
+2,703
303
$90K 0.02%
+4,450
304
$90K 0.02%
+1,510
305
$90K 0.02%
+1,745
306
$89K 0.02%
+4,471
307
$89K 0.02%
+874
308
$89K 0.02%
+5,052
309
$88K 0.02%
+948
310
$88K 0.02%
+2,742
311
$88K 0.02%
+2,327
312
$88K 0.02%
+6,777
313
$88K 0.02%
+634
314
$87K 0.02%
+2,038
315
$87K 0.02%
+1,915
316
$87K 0.02%
+2,748
317
$87K 0.02%
+5,967
318
$86K 0.02%
2,280
-3,020
319
$86K 0.02%
+1,333
320
$86K 0.02%
+371
321
$86K 0.02%
+834
322
$86K 0.02%
+2,394
323
$85K 0.02%
+1,083
324
$85K 0.02%
+1,700
325
$85K 0.02%
+630