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
451
$47K 0.01%
+582
452
$47K 0.01%
+2,858
453
$47K 0.01%
+577
454
$46K 0.01%
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$46K 0.01%
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$46K 0.01%
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457
$46K 0.01%
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458
$46K 0.01%
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459
$46K 0.01%
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460
$45K 0.01%
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461
$45K 0.01%
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$45K 0.01%
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$45K 0.01%
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$45K 0.01%
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$45K 0.01%
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$45K 0.01%
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468
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$43K 0.01%
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475
$43K 0.01%
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