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
826
$14K ﹤0.01%
155
+104
827
$14K ﹤0.01%
753
+423
828
$14K ﹤0.01%
533
+271
829
$14K ﹤0.01%
207
+91
830
$13K ﹤0.01%
463
+327
831
$13K ﹤0.01%
367
-6
832
$13K ﹤0.01%
105
+46
833
$13K ﹤0.01%
2,432
+1,966
834
$13K ﹤0.01%
224
-26
835
$13K ﹤0.01%
568
+170
836
$13K ﹤0.01%
239
-191
837
$13K ﹤0.01%
104
-17
838
$13K ﹤0.01%
1,884
+834
839
$13K ﹤0.01%
162
+68
840
$13K ﹤0.01%
1,184
-913
841
$13K ﹤0.01%
809
+413
842
$13K ﹤0.01%
564
-70
843
$13K ﹤0.01%
7,547
+7,367
844
$13K ﹤0.01%
203
-173
845
$13K ﹤0.01%
369
-74
846
$13K ﹤0.01%
190
+99
847
$13K ﹤0.01%
+252
848
$13K ﹤0.01%
260
+87
849
$13K ﹤0.01%
518
-742
850
$13K ﹤0.01%
+1,216
32 33
34
35 36