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
901
$11K ﹤0.01%
94
+45
902
$11K ﹤0.01%
271
+150
903
$11K ﹤0.01%
244
+152
904
$11K ﹤0.01%
1,468
+1,373
905
$11K ﹤0.01%
1,652
+203
906
$11K ﹤0.01%
575
+476
907
$11K ﹤0.01%
721
+96
908
$11K ﹤0.01%
426
-9
909
$11K ﹤0.01%
167
+135
910
$11K ﹤0.01%
769
+155
911
$11K ﹤0.01%
56
+47
912
$11K ﹤0.01%
259
+102
913
$11K ﹤0.01%
122
+42
914
$11K ﹤0.01%
160
+121
915
$11K ﹤0.01%
175
+32
916
$11K ﹤0.01%
143
+36
917
$11K ﹤0.01%
50
+4
918
$11K ﹤0.01%
250
+13
919
$11K ﹤0.01%
158
+96
920
$11K ﹤0.01%
139
+103
921
$11K ﹤0.01%
256
+105
922
$11K ﹤0.01%
767
-905
923
$11K ﹤0.01%
354
924
$11K ﹤0.01%
418
-2,515
925
$11K ﹤0.01%
277
-207
35 36
37
38 39