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
926
$11K ﹤0.01%
387
+27
927
$11K ﹤0.01%
290
-318
928
$11K ﹤0.01%
145
+58
929
$11K ﹤0.01%
611
+389
930
$11K ﹤0.01%
416
-459
931
$11K ﹤0.01%
165
-99
932
$11K ﹤0.01%
159
-103
933
$11K ﹤0.01%
498
+145
934
$11K ﹤0.01%
271
-95
935
$11K ﹤0.01%
1,002
+460
936
$11K ﹤0.01%
444
-521
937
$11K ﹤0.01%
320
+265
938
$10K ﹤0.01%
2,090
-182
939
$10K ﹤0.01%
242
+88
940
$10K ﹤0.01%
155
+127
941
$10K ﹤0.01%
361
+14
942
$10K ﹤0.01%
393
+311
943
$10K ﹤0.01%
473
-5,530
944
$10K ﹤0.01%
494
+399
945
$10K ﹤0.01%
521
+47
946
$10K ﹤0.01%
271
+238
947
$10K ﹤0.01%
239
-86
948
$10K ﹤0.01%
137
+66
949
$10K ﹤0.01%
995
+967
950
$10K ﹤0.01%
519
+315
36 37
38
39 40