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
501
$31K 0.01%
2,103
+1,884
502
$30K 0.01%
629
+583
503
$30K 0.01%
874
-715
504
$30K 0.01%
1,524
+1,173
505
$30K 0.01%
405
+180
506
$30K 0.01%
407
+218
507
$30K 0.01%
902
+561
508
$30K 0.01%
339
509
$30K 0.01%
1,042
+188
510
$29K 0.01%
197
+47
511
$29K 0.01%
335
+319
512
$29K 0.01%
2,806
+1,642
513
$29K 0.01%
690
+476
514
$29K 0.01%
732
-572
515
$29K 0.01%
1,705
-693
516
$29K 0.01%
1,130
+1,081
517
$29K 0.01%
341
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518
$29K 0.01%
1,281
-298
519
$29K 0.01%
537
-336
520
$29K 0.01%
393
-45
521
$29K 0.01%
1,018
+734
522
$28K 0.01%
426
+18
523
$28K 0.01%
488
+78
524
$28K 0.01%
1,819
+817
525
$28K 0.01%
1,159
+916
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