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
676
$19K ﹤0.01%
414
-393
677
$19K ﹤0.01%
470
678
$19K ﹤0.01%
+700
679
$19K ﹤0.01%
190
+32
680
$19K ﹤0.01%
2,348
+178
681
$19K ﹤0.01%
802
+750
682
$19K ﹤0.01%
224
+106
683
$19K ﹤0.01%
243
+17
684
$19K ﹤0.01%
1,551
+1,289
685
$19K ﹤0.01%
469
-321
686
$19K ﹤0.01%
116
+106
687
$19K ﹤0.01%
349
+64
688
$19K ﹤0.01%
264
-51
689
$19K ﹤0.01%
408
-195
690
$19K ﹤0.01%
331
+2
691
$18K ﹤0.01%
676
-52
692
$18K ﹤0.01%
419
+330
693
$18K ﹤0.01%
979
-2,242
694
$18K ﹤0.01%
394
-475
695
$18K ﹤0.01%
199
-1,503
696
$18K ﹤0.01%
209
+47
697
$18K ﹤0.01%
527
+209
698
$18K ﹤0.01%
674
+469
699
$18K ﹤0.01%
354
-771
700
$18K ﹤0.01%
497
+53
26 27
28
29 30