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
451
$35K 0.01%
1,164
+300
452
$35K 0.01%
3,928
+3,668
453
$34K 0.01%
515
-31
454
$34K 0.01%
2,459
+2,145
455
$34K 0.01%
238
456
$34K 0.01%
993
+268
457
$34K 0.01%
498
+430
458
$34K 0.01%
2,472
+1,148
459
$34K 0.01%
1,670
-328
460
$34K 0.01%
201
-2
461
$34K 0.01%
239
+140
462
$34K 0.01%
455
-53
463
$34K 0.01%
613
-214
464
$34K 0.01%
836
+798
465
$34K 0.01%
710
+20
466
$34K 0.01%
941
+433
467
$33K 0.01%
769
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468
$33K 0.01%
2,033
+1,826
469
$33K 0.01%
265
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470
$33K 0.01%
400
471
$33K 0.01%
281
+44
472
$33K 0.01%
417
-8
473
$33K 0.01%
867
+616
474
$33K 0.01%
320
-254
475
$33K 0.01%
942
-543
17 18
19
20 21