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
$533M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,996
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$4.17M
3
+$3.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.61M
5
USRT icon
iShares Core US REIT ETF
USRT
+$1.03M

Top Sells

1
+$1.77M
2
+$1.37M
3
+$1.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$900K
5
CSW
CSW Industrials
CSW
+$725K

Sector Composition

1 Financials 3.36%
2 Technology 3.07%
3 Industrials 2.27%
4 Healthcare 1.89%
5 Consumer Discretionary 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$12K ﹤0.01%
132
-25
877
$12K ﹤0.01%
151
-3
878
$12K ﹤0.01%
241
+95
879
$12K ﹤0.01%
553
+63
880
$12K ﹤0.01%
7,000
881
$12K ﹤0.01%
435
+322
882
$12K ﹤0.01%
124
883
$12K ﹤0.01%
100
+31
884
$12K ﹤0.01%
1,687
-2
885
$12K ﹤0.01%
2,437
+501
886
$12K ﹤0.01%
39
+18
887
$12K ﹤0.01%
516
-327
888
$11K ﹤0.01%
91
+42
889
$11K ﹤0.01%
654
+107
890
$11K ﹤0.01%
+230
891
$11K ﹤0.01%
122
892
$11K ﹤0.01%
160
-22
893
$11K ﹤0.01%
1,914
+503
894
$11K ﹤0.01%
491
+96
895
$11K ﹤0.01%
158
+61
896
$11K ﹤0.01%
146
+64
897
$11K ﹤0.01%
196
-4
898
$11K ﹤0.01%
486
+8
899
$11K ﹤0.01%
151
+18
900
$11K ﹤0.01%
215
+42
34 35
36
37 38