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
1126
$7K ﹤0.01%
213
-507
1127
$7K ﹤0.01%
236
+77
1128
$7K ﹤0.01%
832
+784
1129
$7K ﹤0.01%
+109
1130
$7K ﹤0.01%
212
+139
1131
$7K ﹤0.01%
296
-76
1132
$7K ﹤0.01%
448
-649
1133
$7K ﹤0.01%
1,023
-1,201
1134
$7K ﹤0.01%
444
-223
1135
$7K ﹤0.01%
553
-34
1136
$7K ﹤0.01%
593
+426
1137
$7K ﹤0.01%
1,947
+1,450
1138
$7K ﹤0.01%
487
-172
1139
$7K ﹤0.01%
8,000
1140
$7K ﹤0.01%
297
+239
1141
$7K ﹤0.01%
+500
1142
$7K ﹤0.01%
235
-5
1143
$6K ﹤0.01%
272
+113
1144
$6K ﹤0.01%
1,238
+1,000
1145
$6K ﹤0.01%
+314
1146
$6K ﹤0.01%
314
-34
1147
$6K ﹤0.01%
101
-242
1148
$6K ﹤0.01%
212
+1
1149
$6K ﹤0.01%
254
+21
1150
$6K ﹤0.01%
80
+5
44 45
46
47 48