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
401
$59K 0.01%
+5,202
402
$59K 0.01%
+2,572
403
$58K 0.01%
+796
404
$58K 0.01%
+1,638
405
$58K 0.01%
+1,494
406
$57K 0.01%
+662
407
$57K 0.01%
+2,613
408
$57K 0.01%
+994
409
$57K 0.01%
+2,373
410
$57K 0.01%
+265
411
$56K 0.01%
+459
412
$56K 0.01%
+3,456
413
$56K 0.01%
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414
$56K 0.01%
+269
415
$55K 0.01%
+330
416
$55K 0.01%
+1,607
417
$55K 0.01%
+1,472
418
$54K 0.01%
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419
$54K 0.01%
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420
$54K 0.01%
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421
$53K 0.01%
+248
422
$53K 0.01%
+1,901
423
$53K 0.01%
+717
424
$53K 0.01%
+258
425
$53K 0.01%
+1,707