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
426
$38K 0.01%
990
-131
427
$38K 0.01%
1,406
428
$38K 0.01%
742
+136
429
$38K 0.01%
912
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430
$37K 0.01%
817
431
$37K 0.01%
442
-26
432
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332
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433
$37K 0.01%
1,261
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$37K 0.01%
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435
$37K 0.01%
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$37K 0.01%
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$36K 0.01%
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$36K 0.01%
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-578
441
$36K 0.01%
346
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445
$36K 0.01%
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446
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686
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$36K 0.01%
271
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448
$35K 0.01%
1,388
-280
449
$35K 0.01%
513
+477
450
$35K 0.01%
588
+186
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