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
1101
$7K ﹤0.01%
1,525
+1,325
1102
$7K ﹤0.01%
205
-252
1103
$7K ﹤0.01%
213
-507
1104
$7K ﹤0.01%
236
+77
1105
$7K ﹤0.01%
832
+784
1106
$7K ﹤0.01%
+109
1107
$7K ﹤0.01%
212
+139
1108
$7K ﹤0.01%
296
-76
1109
$7K ﹤0.01%
448
-649
1110
$7K ﹤0.01%
1,023
-1,201
1111
$7K ﹤0.01%
444
-223
1112
$7K ﹤0.01%
553
-34
1113
$7K ﹤0.01%
593
+426
1114
$7K ﹤0.01%
1,947
+1,450
1115
$7K ﹤0.01%
487
-172
1116
$7K ﹤0.01%
297
+239
1117
$7K ﹤0.01%
278
-11
1118
$7K ﹤0.01%
122
-97
1119
$7K ﹤0.01%
2,440
+828
1120
$7K ﹤0.01%
130
+64
1121
$7K ﹤0.01%
191
-169
1122
$7K ﹤0.01%
244
+3
1123
$7K ﹤0.01%
92
+66
1124
$7K ﹤0.01%
2,332
+804
1125
$7K ﹤0.01%
200
-65
43 44
45
46 47