JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Fund
S&P 500
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
+$4.53M
2
+$3.29M
3
+$3.14M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.77M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.88M

Top Sells

1
+$8.66M
2
+$4.2M
3
+$4.15M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.87M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.58M

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
976
$10K ﹤0.01%
390
+14
977
$10K ﹤0.01%
617
-1,086
978
$10K ﹤0.01%
5,077
+3,314
979
$10K ﹤0.01%
248
+128
980
$10K ﹤0.01%
397
-730
981
$10K ﹤0.01%
264
+206
982
$10K ﹤0.01%
226
+203
983
$10K ﹤0.01%
476
+83
984
$10K ﹤0.01%
+185
985
$9K ﹤0.01%
1,401
+1,352
986
$9K ﹤0.01%
654
-757
987
$9K ﹤0.01%
286
+44
988
$9K ﹤0.01%
812
+150
989
$9K ﹤0.01%
199
+97
990
$9K ﹤0.01%
250
991
$9K ﹤0.01%
638
+261
992
$9K ﹤0.01%
120
-131
993
$9K ﹤0.01%
195
-1
994
$9K ﹤0.01%
147
+81
995
$9K ﹤0.01%
95
+36
996
$9K ﹤0.01%
683
+448
997
$9K ﹤0.01%
300
998
$9K ﹤0.01%
57
+12
999
$9K ﹤0.01%
252
+101
1000
$9K ﹤0.01%
245
+98
38 39
40
41 42