JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,479
New
Increased
Reduced
Closed

Top Buys

1 +$6.87M
2 +$4.21M
3 +$4.06M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.6M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.08M

Sector Composition

1 Financials 4.1%
2 Technology 2.66%
3 Industrials 2.62%
4 Consumer Discretionary 2.33%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$4K ﹤0.01%
+47
852
$4K ﹤0.01%
+110
853
$4K ﹤0.01%
+42
854
$4K ﹤0.01%
+85
855
$4K ﹤0.01%
+24
856
$4K ﹤0.01%
+8
857
$4K ﹤0.01%
+12
858
$4K ﹤0.01%
+14
859
$4K ﹤0.01%
+1,255
860
$4K ﹤0.01%
+63
861
$4K ﹤0.01%
+119
862
$4K ﹤0.01%
+191
863
$4K ﹤0.01%
+81
864
$4K ﹤0.01%
+81
865
$4K ﹤0.01%
+84
866
$4K ﹤0.01%
+159
867
$4K ﹤0.01%
+28
868
$4K ﹤0.01%
+118
869
$4K ﹤0.01%
+187
870
$4K ﹤0.01%
+257
871
$4K ﹤0.01%
+61
872
$4K ﹤0.01%
+79
873
$4K ﹤0.01%
+129
874
$4K ﹤0.01%
+182
875
$4K ﹤0.01%
+484