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
$533M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,996
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$4.17M
3
+$3.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.61M
5
USRT icon
iShares Core US REIT ETF
USRT
+$1.03M

Top Sells

1
+$1.77M
2
+$1.37M
3
+$1.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$900K
5
CSW
CSW Industrials
CSW
+$725K

Sector Composition

1 Financials 3.36%
2 Technology 3.07%
3 Industrials 2.27%
4 Healthcare 1.89%
5 Consumer Discretionary 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$58K 0.01%
1,424
-46
352
$58K 0.01%
3,576
+527
353
$58K 0.01%
906
+10
354
$57K 0.01%
577
+39
355
$57K 0.01%
1,668
-120
356
$57K 0.01%
335
+155
357
$57K 0.01%
924
-31
358
$57K 0.01%
1,101
-93
359
$56K 0.01%
1,572
-468
360
$56K 0.01%
842
+90
361
$56K 0.01%
363
-11
362
$55K 0.01%
690
-250
363
$55K 0.01%
532
+13
364
$55K 0.01%
1,549
-77
365
$54K 0.01%
807
-92
366
$54K 0.01%
1,163
+59
367
$54K 0.01%
663
+99
368
$53K 0.01%
1,630
-350
369
$53K 0.01%
3,583
-241
370
$53K 0.01%
3,111
-656
371
$52K 0.01%
114
-7
372
$52K 0.01%
2,058
+42
373
$52K 0.01%
741
-48
374
$52K 0.01%
925
-221
375
$52K 0.01%
380
+11
13 14
15
16 17