JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Fund
S&P 500
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
+$4.53M
2
+$3.29M
3
+$3.14M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.77M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.88M

Top Sells

1
+$8.66M
2
+$4.2M
3
+$4.15M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.87M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.58M

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%
249
-49
602
$23K 0.01%
203
+97
603
$23K 0.01%
275
-1,056
604
$23K 0.01%
+249
605
$23K 0.01%
2,000
606
$23K 0.01%
438
+136
607
$23K 0.01%
214
+173
608
$23K 0.01%
243
+115
609
$23K 0.01%
1,144
+1,081
610
$23K 0.01%
579
+354
611
$22K 0.01%
454
612
$22K 0.01%
628
+551
613
$22K 0.01%
454
+55
614
$22K 0.01%
206
+127
615
$22K 0.01%
164
+70
616
$22K 0.01%
1,444
-834
617
$22K 0.01%
102
+38
618
$22K 0.01%
344
+116
619
$22K 0.01%
485
+387
620
$22K 0.01%
87
+71
621
$22K 0.01%
447
+46
622
$22K 0.01%
797
+668
623
$22K 0.01%
1,860
+1,648
624
$22K 0.01%
241
+92
625
$22K 0.01%
217
-2
23 24
25
26 27