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
501
$38K 0.01%
+363
502
$38K 0.01%
+296
503
$38K 0.01%
+1,206
504
$38K 0.01%
+404
505
$38K 0.01%
+700
506
$38K 0.01%
+2,346
507
$38K 0.01%
+1,297
508
$38K 0.01%
209
-8,542
509
$38K 0.01%
+572
510
$38K 0.01%
+1,842
511
$38K 0.01%
+794
512
$37K 0.01%
+645
513
$37K 0.01%
+4,301
514
$37K 0.01%
+2,272
515
$37K 0.01%
+1,000
516
$37K 0.01%
+618
517
$37K 0.01%
+3,456
518
$37K 0.01%
+2,391
519
$37K 0.01%
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520
$37K 0.01%
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521
$37K 0.01%
+1,685
522
$37K 0.01%
+1,723
523
$36K 0.01%
+1,455
524
$36K 0.01%
+155
525
$36K 0.01%
1,294
-413