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%
+31
1102
$1K ﹤0.01%
+36
1103
$1K ﹤0.01%
+153
1104
$1K ﹤0.01%
+6
1105
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+25
1106
$1K ﹤0.01%
+143
1107
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+21
1108
$1K ﹤0.01%
+1
1109
$1K ﹤0.01%
+96
1110
$1K ﹤0.01%
+42
1111
$1K ﹤0.01%
+53
1112
$1K ﹤0.01%
+202
1113
$1K ﹤0.01%
+37
1114
$1K ﹤0.01%
+19
1115
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+6
1116
$1K ﹤0.01%
+88
1117
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+45
1118
$1K ﹤0.01%
+11
1119
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+169
1120
$1K ﹤0.01%
+15
1121
$1K ﹤0.01%
+35
1122
$1K ﹤0.01%
+6
1123
$1K ﹤0.01%
+49
1124
$1K ﹤0.01%
+7
1125
$1K ﹤0.01%
+10