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
551
$26K 0.01%
106
+28
552
$26K 0.01%
389
-7
553
$26K 0.01%
603
+341
554
$26K 0.01%
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+1,014
555
$26K 0.01%
1,261
+1,151
556
$26K 0.01%
235
-150
557
$26K 0.01%
1,076
-76
558
$26K 0.01%
1,008
+70
559
$26K 0.01%
993
-556
560
$26K 0.01%
1,500
561
$26K 0.01%
524
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562
$26K 0.01%
267
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563
$25K 0.01%
836
-155
564
$25K 0.01%
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+487
565
$25K 0.01%
766
+382
566
$25K 0.01%
350
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567
$25K 0.01%
936
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$25K 0.01%
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569
$25K 0.01%
2,079
+1,403
570
$25K 0.01%
187
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571
$25K 0.01%
652
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572
$25K 0.01%
200
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573
$25K 0.01%
487
+230
574
$25K 0.01%
479
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575
$25K 0.01%
426
+118
21 22
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