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
626
$22K 0.01%
227
627
$22K 0.01%
628
+551
628
$22K 0.01%
454
+55
629
$21K ﹤0.01%
313
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630
$21K ﹤0.01%
374
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631
$21K ﹤0.01%
331
+25
632
$21K ﹤0.01%
341
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633
$21K ﹤0.01%
20
634
$21K ﹤0.01%
328
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635
$21K ﹤0.01%
267
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636
$21K ﹤0.01%
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$21K ﹤0.01%
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638
$21K ﹤0.01%
475
639
$21K ﹤0.01%
614
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640
$21K ﹤0.01%
247
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$21K ﹤0.01%
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$21K ﹤0.01%
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646
$21K ﹤0.01%
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647
$21K ﹤0.01%
803
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648
$20K ﹤0.01%
1,089
+105
649
$20K ﹤0.01%
171
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650
$20K ﹤0.01%
125
24 25
26
27 28