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
401
$42K 0.01%
511
+155
402
$42K 0.01%
2,547
+2,161
403
$41K 0.01%
462
+76
404
$41K 0.01%
1,929
+1,409
405
$41K 0.01%
829
+136
406
$41K 0.01%
626
+56
407
$41K 0.01%
1,102
-162
408
$41K 0.01%
1,722
+480
409
$41K 0.01%
800
410
$41K 0.01%
309
+231
411
$41K 0.01%
373
-117
412
$41K 0.01%
854
+160
413
$40K 0.01%
+422
414
$40K 0.01%
1,250
-172
415
$40K 0.01%
1,651
+27
416
$40K 0.01%
388
+8
417
$40K 0.01%
2,325
-4,352
418
$40K 0.01%
457
-47
419
$39K 0.01%
397
+344
420
$39K 0.01%
791
-133
421
$39K 0.01%
804
+541
422
$39K 0.01%
432
-196
423
$39K 0.01%
482
+83
424
$38K 0.01%
703
+197
425
$38K 0.01%
961
+55
15 16
17
18 19