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
851
$13K ﹤0.01%
104
-17
852
$13K ﹤0.01%
1,884
+834
853
$13K ﹤0.01%
162
+68
854
$13K ﹤0.01%
1,184
-913
855
$13K ﹤0.01%
809
+413
856
$13K ﹤0.01%
564
-70
857
$13K ﹤0.01%
248
+198
858
$13K ﹤0.01%
7,547
+7,367
859
$13K ﹤0.01%
203
-173
860
$13K ﹤0.01%
369
-74
861
$13K ﹤0.01%
190
+99
862
$13K ﹤0.01%
+252
863
$13K ﹤0.01%
260
+87
864
$13K ﹤0.01%
518
-742
865
$13K ﹤0.01%
+1,216
866
$12K ﹤0.01%
2,117
+203
867
$12K ﹤0.01%
189
+137
868
$12K ﹤0.01%
83
+16
869
$12K ﹤0.01%
554
+68
870
$12K ﹤0.01%
202
-1,443
871
$12K ﹤0.01%
736
+229
872
$12K ﹤0.01%
+335
873
$12K ﹤0.01%
1,200
874
$12K ﹤0.01%
217
-71
875
$12K ﹤0.01%
978
-941
33 34
35
36 37