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
1051
$8K ﹤0.01%
371
-223
1052
$8K ﹤0.01%
882
+267
1053
$8K ﹤0.01%
+20
1054
$8K ﹤0.01%
688
+533
1055
$8K ﹤0.01%
354
+208
1056
$8K ﹤0.01%
+8
1057
$8K ﹤0.01%
359
-389
1058
$8K ﹤0.01%
138
-15
1059
$8K ﹤0.01%
787
+647
1060
$8K ﹤0.01%
1,468
+670
1061
$8K ﹤0.01%
+81
1062
$8K ﹤0.01%
128
+18
1063
$8K ﹤0.01%
46
-8
1064
$8K ﹤0.01%
302
+146
1065
$8K ﹤0.01%
651
-26
1066
$8K ﹤0.01%
157
-17
1067
$8K ﹤0.01%
420
+39
1068
$8K ﹤0.01%
423
-341
1069
$8K ﹤0.01%
176
+139
1070
$8K ﹤0.01%
1,112
-34
1071
$8K ﹤0.01%
+186
1072
$8K ﹤0.01%
67
+66
1073
$8K ﹤0.01%
202
-791
1074
$8K ﹤0.01%
823
-44
1075
$8K ﹤0.01%
3,637
+1,200
41 42
43
44 45