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
1001
$9K ﹤0.01%
+426
1002
$9K ﹤0.01%
530
+505
1003
$9K ﹤0.01%
136
+126
1004
$9K ﹤0.01%
95
1005
$9K ﹤0.01%
1,401
+1,352
1006
$9K ﹤0.01%
654
-757
1007
$9K ﹤0.01%
199
+97
1008
$9K ﹤0.01%
50
1009
$9K ﹤0.01%
121
+112
1010
$9K ﹤0.01%
396
+142
1011
$9K ﹤0.01%
365
+283
1012
$9K ﹤0.01%
101
+87
1013
$9K ﹤0.01%
67
1014
$9K ﹤0.01%
92
+46
1015
$9K ﹤0.01%
158
+80
1016
$9K ﹤0.01%
624
1017
$9K ﹤0.01%
953
+842
1018
$9K ﹤0.01%
286
+44
1019
$9K ﹤0.01%
812
+150
1020
$9K ﹤0.01%
169
+121
1021
$9K ﹤0.01%
552
-1,614
1022
$9K ﹤0.01%
49
-21
1023
$9K ﹤0.01%
485
+297
1024
$9K ﹤0.01%
435
+429
1025
$9K ﹤0.01%
+438
39 40
41
42 43