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
701
$18K ﹤0.01%
169
-37
702
$18K ﹤0.01%
342
-70
703
$18K ﹤0.01%
291
-8
704
$18K ﹤0.01%
214
+28
705
$18K ﹤0.01%
595
+577
706
$18K ﹤0.01%
239
+137
707
$18K ﹤0.01%
658
+544
708
$18K ﹤0.01%
535
+345
709
$18K ﹤0.01%
529
+288
710
$18K ﹤0.01%
857
+576
711
$18K ﹤0.01%
4,488
-4,670
712
$18K ﹤0.01%
210
713
$18K ﹤0.01%
116
+91
714
$18K ﹤0.01%
316
715
$18K ﹤0.01%
805
716
$18K ﹤0.01%
399
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717
$17K ﹤0.01%
523
-66
718
$17K ﹤0.01%
1,569
-1,092
719
$17K ﹤0.01%
148
-112
720
$17K ﹤0.01%
582
+43
721
$17K ﹤0.01%
+276
722
$17K ﹤0.01%
+371
723
$17K ﹤0.01%
396
+364
724
$17K ﹤0.01%
600
725
$17K ﹤0.01%
400
+4
27 28
29
30 31