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
$467M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,479
New
Increased
Reduced
Closed

Top Buys

1 +$6.76M
2 +$4.05M
3 +$3.95M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.49M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.06M

Sector Composition

1 Financials 4.1%
2 Technology 2.66%
3 Industrials 2.62%
4 Consumer Discretionary 2.33%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$2K ﹤0.01%
+482
1102
$1K ﹤0.01%
+13
1103
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+7
1104
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1105
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1106
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+25
1107
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1108
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+73
1109
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+46
1110
$1K ﹤0.01%
+29
1111
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+32
1112
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1113
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1114
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1115
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+53
1116
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1117
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1118
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1119
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1120
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+88
1121
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+45
1122
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+11
1123
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+169
1124
$1K ﹤0.01%
+15
1125
$1K ﹤0.01%
+35