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
351
$48K 0.01%
789
+44
352
$48K 0.01%
345
-55
353
$47K 0.01%
360
+138
354
$47K 0.01%
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355
$47K 0.01%
5,000
356
$47K 0.01%
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+1,054
357
$47K 0.01%
766
-169
358
$47K 0.01%
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359
$47K 0.01%
292
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360
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+853
361
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362
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358
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363
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548
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364
$47K 0.01%
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365
$46K 0.01%
542
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$46K 0.01%
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369
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857
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335
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371
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562
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445
373
$45K 0.01%
486
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374
$45K 0.01%
5,499
-1,157
375
$45K 0.01%
132
+33
13 14
15
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