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
776
$15K ﹤0.01%
668
+135
777
$15K ﹤0.01%
2,164
+2,113
778
$15K ﹤0.01%
173
+164
779
$15K ﹤0.01%
615
-122
780
$15K ﹤0.01%
208
+156
781
$15K ﹤0.01%
486
+362
782
$15K ﹤0.01%
490
-578
783
$15K ﹤0.01%
559
+340
784
$15K ﹤0.01%
456
+415
785
$15K ﹤0.01%
234
+225
786
$15K ﹤0.01%
412
+310
787
$15K ﹤0.01%
450
788
$15K ﹤0.01%
1,523
-564
789
$15K ﹤0.01%
465
790
$15K ﹤0.01%
1,584
+884
791
$15K ﹤0.01%
317
+162
792
$15K ﹤0.01%
130
+48
793
$15K ﹤0.01%
842
-689
794
$15K ﹤0.01%
368
-34
795
$15K ﹤0.01%
199
+160
796
$15K ﹤0.01%
480
+320
797
$15K ﹤0.01%
896
+290
798
$15K ﹤0.01%
592
+571
799
$15K ﹤0.01%
481
+136
800
$15K ﹤0.01%
659
+34
30 31
32
33 34