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

Top Buys

1 +$6.87M
2 +$4.21M
3 +$4.06M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.6M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.08M

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%
+315
702
$14K ﹤0.01%
+350
703
$14K ﹤0.01%
+150
704
$13K ﹤0.01%
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705
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706
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707
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+136
708
$13K ﹤0.01%
+627
709
$13K ﹤0.01%
+547
710
$12K ﹤0.01%
+183
711
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712
$12K ﹤0.01%
+393
713
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714
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+128
715
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+126
716
$12K ﹤0.01%
+187
717
$12K ﹤0.01%
+456
718
$12K ﹤0.01%
+718
719
$12K ﹤0.01%
+269
720
$12K ﹤0.01%
+976
721
$11K ﹤0.01%
+345
722
$11K ﹤0.01%
+103
723
$11K ﹤0.01%
+169
724
$11K ﹤0.01%
+263
725
$11K ﹤0.01%
+210