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
1126
$7K ﹤0.01%
560
+401
1127
$7K ﹤0.01%
103
-99
1128
$7K ﹤0.01%
773
+323
1129
$7K ﹤0.01%
656
-993
1130
$7K ﹤0.01%
64
-28
1131
$7K ﹤0.01%
39
+15
1132
$7K ﹤0.01%
43
1133
$7K ﹤0.01%
124
1134
$7K ﹤0.01%
+500
1135
$7K ﹤0.01%
235
-5
1136
$7K ﹤0.01%
136
+11
1137
$7K ﹤0.01%
246
-976
1138
$7K ﹤0.01%
434
-458
1139
$7K ﹤0.01%
23
-7
1140
$7K ﹤0.01%
66
1141
$7K ﹤0.01%
581
-142
1142
$7K ﹤0.01%
8,000
1143
$6K ﹤0.01%
212
+1
1144
$6K ﹤0.01%
254
+21
1145
$6K ﹤0.01%
80
+5
1146
$6K ﹤0.01%
51
+43
1147
$6K ﹤0.01%
125
1148
$6K ﹤0.01%
103
+76
1149
$6K ﹤0.01%
97
-13
1150
$6K ﹤0.01%
116
+83
44 45
46
47 48