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
751
$16K ﹤0.01%
1,105
+968
752
$16K ﹤0.01%
261
+110
753
$16K ﹤0.01%
1,135
-463
754
$16K ﹤0.01%
234
+102
755
$16K ﹤0.01%
557
+142
756
$16K ﹤0.01%
147
757
$16K ﹤0.01%
787
+563
758
$16K ﹤0.01%
491
+422
759
$16K ﹤0.01%
351
-484
760
$16K ﹤0.01%
234
-579
761
$16K ﹤0.01%
355
+260
762
$16K ﹤0.01%
270
+237
763
$16K ﹤0.01%
146
+11
764
$16K ﹤0.01%
558
-303
765
$16K ﹤0.01%
167
-27
766
$16K ﹤0.01%
155
+121
767
$16K ﹤0.01%
516
+497
768
$16K ﹤0.01%
736
-532
769
$16K ﹤0.01%
1,096
+1,078
770
$16K ﹤0.01%
652
+183
771
$15K ﹤0.01%
615
-122
772
$15K ﹤0.01%
208
+156
773
$15K ﹤0.01%
486
+362
774
$15K ﹤0.01%
490
-578
775
$15K ﹤0.01%
559
+340
29 30
31
32 33