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
726
$17K ﹤0.01%
703
+615
727
$17K ﹤0.01%
406
+330
728
$17K ﹤0.01%
438
+134
729
$17K ﹤0.01%
1,004
+518
730
$17K ﹤0.01%
132
-34
731
$17K ﹤0.01%
248
+35
732
$17K ﹤0.01%
231
+119
733
$17K ﹤0.01%
349
+196
734
$17K ﹤0.01%
+408
735
$17K ﹤0.01%
143
+85
736
$17K ﹤0.01%
279
+58
737
$17K ﹤0.01%
321
+71
738
$17K ﹤0.01%
614
+193
739
$17K ﹤0.01%
856
740
$17K ﹤0.01%
1,157
+616
741
$17K ﹤0.01%
3,521
+3,309
742
$17K ﹤0.01%
349
-271
743
$16K ﹤0.01%
592
+42
744
$16K ﹤0.01%
262
+104
745
$16K ﹤0.01%
368
+6
746
$16K ﹤0.01%
520
+328
747
$16K ﹤0.01%
752
+707
748
$16K ﹤0.01%
713
+81
749
$16K ﹤0.01%
507
+434
750
$16K ﹤0.01%
3,363
+2,243
28 29
30
31 32