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%
448
+150
852
$13K ﹤0.01%
1,105
+451
853
$13K ﹤0.01%
248
+52
854
$13K ﹤0.01%
417
855
$13K ﹤0.01%
647
-16
856
$13K ﹤0.01%
793
+309
857
$13K ﹤0.01%
500
858
$13K ﹤0.01%
2,459
+2,250
859
$13K ﹤0.01%
276
+54
860
$13K ﹤0.01%
283
-33
861
$13K ﹤0.01%
93
862
$13K ﹤0.01%
145
+137
863
$13K ﹤0.01%
213
+53
864
$13K ﹤0.01%
305
-6
865
$13K ﹤0.01%
248
+198
866
$12K ﹤0.01%
2,117
+203
867
$12K ﹤0.01%
189
+137
868
$12K ﹤0.01%
83
+16
869
$12K ﹤0.01%
978
-941
870
$12K ﹤0.01%
165
+97
871
$12K ﹤0.01%
53
+18
872
$12K ﹤0.01%
315
873
$12K ﹤0.01%
231
-34
874
$12K ﹤0.01%
238
-13
875
$12K ﹤0.01%
40
33 34
35
36 37