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
76
$286K 0.06%
3,145
-69
77
$285K 0.06%
3,500
78
$282K 0.06%
6,499
+571
79
$282K 0.06%
7,207
-6,991
80
$282K 0.06%
3,356
-358
81
$273K 0.06%
3,636
-997
82
$269K 0.06%
1,319
+114
83
$269K 0.06%
4,020
+98
84
$267K 0.06%
4,698
-1,360
85
$266K 0.06%
2,792
-499
86
$259K 0.06%
1,960
-206
87
$251K 0.06%
2,914
-1,067
88
$249K 0.06%
1,311
+890
89
$244K 0.06%
851
-53
90
$241K 0.05%
2,903
-1,382
91
$241K 0.05%
3,841
-1,864
92
$240K 0.05%
7,230
93
$239K 0.05%
1,882
+1,492
94
$233K 0.05%
16,397
95
$231K 0.05%
1,792
-135
96
$229K 0.05%
5,753
97
$228K 0.05%
7,652
+329
98
$225K 0.05%
3,434
+691
99
$225K 0.05%
1,762
-222
100
$221K 0.05%
12,000
2 3
4
5 6