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
651
$20K ﹤0.01%
256
+44
652
$20K ﹤0.01%
424
-58
653
$20K ﹤0.01%
152
-25
654
$20K ﹤0.01%
610
+436
655
$20K ﹤0.01%
678
+250
656
$20K ﹤0.01%
572
+27
657
$20K ﹤0.01%
403
+29
658
$20K ﹤0.01%
279
-13
659
$20K ﹤0.01%
+711
660
$20K ﹤0.01%
235
-86
661
$20K ﹤0.01%
241
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662
$20K ﹤0.01%
408
663
$20K ﹤0.01%
517
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664
$20K ﹤0.01%
184
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665
$20K ﹤0.01%
285
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666
$20K ﹤0.01%
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$20K ﹤0.01%
237
668
$20K ﹤0.01%
130
-29
669
$20K ﹤0.01%
1,789
+851
670
$20K ﹤0.01%
+998
671
$20K ﹤0.01%
307
-790
672
$20K ﹤0.01%
434
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673
$20K ﹤0.01%
244
-67
674
$19K ﹤0.01%
508
675
$19K ﹤0.01%
137
25 26
27
28 29