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
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1,424
-46
352
$58K 0.01%
3,576
+527
353
$58K 0.01%
906
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354
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577
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356
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335
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357
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924
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$57K 0.01%
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842
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361
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2,058
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373
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925
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375
$52K 0.01%
380
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