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
876
$12K ﹤0.01%
768
+296
877
$12K ﹤0.01%
284
878
$12K ﹤0.01%
1,203
-973
879
$12K ﹤0.01%
195
+82
880
$12K ﹤0.01%
521
+355
881
$12K ﹤0.01%
390
+9
882
$12K ﹤0.01%
554
+68
883
$12K ﹤0.01%
202
-1,443
884
$12K ﹤0.01%
736
+229
885
$12K ﹤0.01%
+335
886
$12K ﹤0.01%
1,200
887
$12K ﹤0.01%
217
-71
888
$12K ﹤0.01%
385
+159
889
$12K ﹤0.01%
423
+125
890
$12K ﹤0.01%
237
-498
891
$12K ﹤0.01%
+200
892
$12K ﹤0.01%
120
-217
893
$12K ﹤0.01%
4,512
+2,825
894
$12K ﹤0.01%
840
+726
895
$12K ﹤0.01%
95
+25
896
$12K ﹤0.01%
212
-655
897
$12K ﹤0.01%
79
+76
898
$11K ﹤0.01%
1,468
+1,373
899
$11K ﹤0.01%
1,652
+203
900
$11K ﹤0.01%
575
+476
34 35
36
37 38