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
526
$28K 0.01%
50
+7
527
$28K 0.01%
186
+95
528
$28K 0.01%
289
-71
529
$28K 0.01%
1,262
+463
530
$28K 0.01%
484
+28
531
$27K 0.01%
358
-283
532
$27K 0.01%
269
+178
533
$27K 0.01%
862
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534
$27K 0.01%
110
-14
535
$27K 0.01%
210
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536
$27K 0.01%
608
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537
$27K 0.01%
72
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538
$27K 0.01%
160
-782
539
$27K 0.01%
1,127
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540
$27K 0.01%
1,046
+653
541
$27K 0.01%
750
-3,345
542
$27K 0.01%
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543
$27K 0.01%
300
544
$27K 0.01%
276
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545
$27K 0.01%
731
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546
$27K 0.01%
517
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547
$27K 0.01%
634
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548
$26K 0.01%
653
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549
$26K 0.01%
1,557
-184
550
$26K 0.01%
523
-3
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