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
601
$24K 0.01%
+1,284
602
$24K 0.01%
+8,876
603
$24K 0.01%
+10
604
$23K ﹤0.01%
+357
605
$23K ﹤0.01%
+1,073
606
$23K ﹤0.01%
+245
607
$23K ﹤0.01%
+1,218
608
$23K ﹤0.01%
+1,070
609
$23K ﹤0.01%
+846
610
$23K ﹤0.01%
+654
611
$23K ﹤0.01%
+524
612
$23K ﹤0.01%
+875
613
$23K ﹤0.01%
+270
614
$23K ﹤0.01%
+74
615
$23K ﹤0.01%
+1,423
616
$23K ﹤0.01%
+1,429
617
$22K ﹤0.01%
+270
618
$22K ﹤0.01%
+240
619
$22K ﹤0.01%
+958
620
$22K ﹤0.01%
+897
621
$22K ﹤0.01%
+399
622
$22K ﹤0.01%
+39
623
$22K ﹤0.01%
+673
624
$22K ﹤0.01%
+260
625
$22K ﹤0.01%
+392