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
1076
$8K ﹤0.01%
3,637
+1,200
1077
$8K ﹤0.01%
305
+28
1078
$8K ﹤0.01%
278
+10
1079
$8K ﹤0.01%
250
+137
1080
$7K ﹤0.01%
39
+15
1081
$7K ﹤0.01%
43
1082
$7K ﹤0.01%
124
1083
$7K ﹤0.01%
136
+11
1084
$7K ﹤0.01%
246
-976
1085
$7K ﹤0.01%
434
-458
1086
$7K ﹤0.01%
23
-7
1087
$7K ﹤0.01%
66
1088
$7K ﹤0.01%
581
-142
1089
$7K ﹤0.01%
54
+31
1090
$7K ﹤0.01%
362
-2,280
1091
$7K ﹤0.01%
191
-103
1092
$7K ﹤0.01%
235
-449
1093
$7K ﹤0.01%
+255
1094
$7K ﹤0.01%
458
+230
1095
$7K ﹤0.01%
130
+20
1096
$7K ﹤0.01%
934
+777
1097
$7K ﹤0.01%
400
1098
$7K ﹤0.01%
278
-11
1099
$7K ﹤0.01%
122
-97
1100
$7K ﹤0.01%
2,440
+828
42 43
44
45 46