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
351
$74K 0.02%
+3,155
352
$74K 0.02%
+2,606
353
$73K 0.02%
+303
354
$73K 0.02%
271
-685
355
$73K 0.02%
+1,037
356
$73K 0.02%
+3,411
357
$72K 0.02%
6,999
-4,584
358
$72K 0.02%
+673
359
$72K 0.02%
+2,700
360
$72K 0.02%
1,833
-513
361
$72K 0.02%
+3,698
362
$71K 0.02%
+1,796
363
$71K 0.02%
+914
364
$70K 0.02%
+1,540
365
$70K 0.02%
+4,325
366
$70K 0.02%
+1,664
367
$69K 0.01%
+5,700
368
$69K 0.01%
+450
369
$68K 0.01%
317
-3,633
370
$68K 0.01%
+1,052
371
$68K 0.01%
+1,231
372
$67K 0.01%
+3,453
373
$67K 0.01%
+6,235
374
$67K 0.01%
+2,580
375
$67K 0.01%
+730