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
76
$368K 0.07%
6,160
-200
77
$362K 0.07%
2,789
-12
78
$350K 0.07%
3,291
-198
79
$345K 0.06%
2,166
-197
80
$345K 0.06%
3,922
-125
81
$343K 0.06%
+1,285
82
$327K 0.06%
9,225
+814
83
$326K 0.06%
3,714
-108
84
$319K 0.06%
3,981
+69
85
$318K 0.06%
10,149
+153
86
$316K 0.06%
3,214
-169
87
$315K 0.06%
3,938
-810
88
$315K 0.06%
3,534
-455
89
$313K 0.06%
1,404
+70
90
$306K 0.06%
6,746
-1,452
91
$306K 0.06%
904
-46
92
$305K 0.06%
853
-74
93
$305K 0.06%
6,284
+90
94
$303K 0.06%
2,173
95
$302K 0.06%
3,907
+38
96
$302K 0.06%
2,321
-149
97
$298K 0.06%
+7,791
98
$297K 0.06%
1,984
99
$294K 0.06%
+3,500
100
$293K 0.06%
4,853
+1,580