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
376
$67K 0.01%
+1,164
377
$66K 0.01%
+4,896
378
$66K 0.01%
+825
379
$65K 0.01%
+648
380
$65K 0.01%
+1,824
381
$64K 0.01%
+290
382
$64K 0.01%
+155
383
$64K 0.01%
+1,225
384
$63K 0.01%
+2,498
385
$62K 0.01%
+1,029
386
$62K 0.01%
731
-5,236
387
$61K 0.01%
10
-2
388
$61K 0.01%
+12,796
389
$61K 0.01%
+1,210
390
$61K 0.01%
+1,919
391
$61K 0.01%
+13,667
392
$61K 0.01%
+6,078
393
$60K 0.01%
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394
$60K 0.01%
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$60K 0.01%
+2,795
396
$59K 0.01%
+1,494
397
$59K 0.01%
+625
398
$59K 0.01%
+5,000
399
$59K 0.01%
+2,031
400
$59K 0.01%
+766