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
426
$52K 0.01%
+830
427
$52K 0.01%
+4,430
428
$52K 0.01%
+339
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$52K 0.01%
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$52K 0.01%
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$52K 0.01%
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432
$51K 0.01%
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433
$51K 0.01%
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434
$50K 0.01%
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435
$50K 0.01%
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436
$50K 0.01%
497
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437
$50K 0.01%
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440
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$49K 0.01%
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$49K 0.01%
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443
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$49K 0.01%
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450
$48K 0.01%
+2,356