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
376
$45K 0.01%
262
-19
377
$44K 0.01%
1,240
+407
378
$44K 0.01%
2,277
-13
379
$44K 0.01%
126
+8
380
$44K 0.01%
12,796
381
$44K 0.01%
1,519
-111
382
$44K 0.01%
1,572
383
$44K 0.01%
1,166
+818
384
$44K 0.01%
1,220
+932
385
$44K 0.01%
771
+30
386
$44K 0.01%
3,055
+2,899
387
$43K 0.01%
486
+140
388
$43K 0.01%
943
+728
389
$43K 0.01%
1,035
-529
390
$43K 0.01%
417
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391
$43K 0.01%
260
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392
$43K 0.01%
286
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393
$43K 0.01%
+3,898
394
$42K 0.01%
486
+71
395
$42K 0.01%
610
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396
$42K 0.01%
451
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397
$42K 0.01%
715
+345
398
$42K 0.01%
663
-208
399
$42K 0.01%
737
-1,334
400
$42K 0.01%
1,775
14 15
16
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