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
476
$43K 0.01%
+1,924
477
$43K 0.01%
+778
478
$43K 0.01%
+5,048
479
$42K 0.01%
+1,426
480
$42K 0.01%
+385
481
$41K 0.01%
+2,280
482
$41K 0.01%
+1,093
483
$41K 0.01%
+371
484
$41K 0.01%
562
-2,347
485
$41K 0.01%
+803
486
$40K 0.01%
+994
487
$40K 0.01%
+376
488
$40K 0.01%
921
-7,075
489
$40K 0.01%
+1,334
490
$40K 0.01%
+2,382
491
$40K 0.01%
+1,415
492
$40K 0.01%
+2,269
493
$40K 0.01%
+3,766
494
$39K 0.01%
+185
495
$39K 0.01%
+1,074
496
$39K 0.01%
+1,643
497
$39K 0.01%
+331
498
$39K 0.01%
+1,406
499
$38K 0.01%
+248
500
$38K 0.01%
+990