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
326
$51K 0.01%
1,338
-259
327
$51K 0.01%
1,251
328
$51K 0.01%
1,163
+888
329
$51K 0.01%
1,353
-186
330
$51K 0.01%
304
331
$51K 0.01%
271
+140
332
$50K 0.01%
427
+44
333
$50K 0.01%
627
+240
334
$50K 0.01%
187
+32
335
$50K 0.01%
1,564
+1,557
336
$50K 0.01%
1,511
+1,231
337
$49K 0.01%
437
-277
338
$49K 0.01%
907
339
$49K 0.01%
435
-10
340
$49K 0.01%
1,740
+363
341
$49K 0.01%
351
+332
342
$49K 0.01%
1,544
-152
343
$49K 0.01%
243
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344
$48K 0.01%
857
+448
345
$48K 0.01%
1,044
+124
346
$48K 0.01%
2,151
+511
347
$48K 0.01%
1,016
+110
348
$48K 0.01%
937
+185
349
$48K 0.01%
3,490
+1,130
350
$48K 0.01%
+444
12 13
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