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
601
$23K 0.01%
203
+97
602
$23K 0.01%
275
-1,056
603
$23K 0.01%
+249
604
$23K 0.01%
939
+765
605
$23K 0.01%
427
+38
606
$23K 0.01%
2,000
607
$23K 0.01%
438
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608
$23K 0.01%
214
+173
609
$23K 0.01%
243
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610
$23K 0.01%
1,144
+1,081
611
$22K 0.01%
797
+668
612
$22K 0.01%
1,860
+1,648
613
$22K 0.01%
241
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614
$22K 0.01%
217
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615
$22K 0.01%
231
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616
$22K 0.01%
574
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617
$22K 0.01%
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$22K 0.01%
206
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$22K 0.01%
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620
$22K 0.01%
1,444
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621
$22K 0.01%
102
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622
$22K 0.01%
344
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623
$22K 0.01%
485
+387
624
$22K 0.01%
87
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625
$22K 0.01%
447
+46
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