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
$467M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,479
New
Increased
Reduced
Closed

Top Buys

1 +$6.76M
2 +$4.05M
3 +$3.95M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.49M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.06M

Sector Composition

1 Financials 4.1%
2 Technology 2.66%
3 Industrials 2.62%
4 Consumer Discretionary 2.33%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$14K ﹤0.01%
+317
702
$14K ﹤0.01%
+87
703
$14K ﹤0.01%
+150
704
$13K ﹤0.01%
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705
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+86
706
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+220
707
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+136
708
$13K ﹤0.01%
+547
709
$13K ﹤0.01%
+627
710
$12K ﹤0.01%
+718
711
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+183
712
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713
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714
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715
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+128
716
$12K ﹤0.01%
+126
717
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+187
718
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719
$12K ﹤0.01%
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720
$12K ﹤0.01%
+976
721
$11K ﹤0.01%
+263
722
$11K ﹤0.01%
+210
723
$11K ﹤0.01%
+71
724
$11K ﹤0.01%
+100
725
$11K ﹤0.01%
+176