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
801
$15K ﹤0.01%
143
802
$14K ﹤0.01%
241
+93
803
$14K ﹤0.01%
224
+138
804
$14K ﹤0.01%
313
+220
805
$14K ﹤0.01%
746
+455
806
$14K ﹤0.01%
353
-324
807
$14K ﹤0.01%
172
-22
808
$14K ﹤0.01%
137
+63
809
$14K ﹤0.01%
263
-618
810
$14K ﹤0.01%
225
811
$14K ﹤0.01%
350
812
$14K ﹤0.01%
425
813
$14K ﹤0.01%
317
814
$14K ﹤0.01%
895
+44
815
$14K ﹤0.01%
189
+38
816
$14K ﹤0.01%
247
+131
817
$14K ﹤0.01%
1,442
+950
818
$14K ﹤0.01%
122
+49
819
$14K ﹤0.01%
+109
820
$14K ﹤0.01%
1,099
+90
821
$14K ﹤0.01%
452
-125
822
$14K ﹤0.01%
269
823
$14K ﹤0.01%
393
+298
824
$14K ﹤0.01%
155
+104
825
$14K ﹤0.01%
753
+423
31 32
33
34 35