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%
136
+11
1127
$7K ﹤0.01%
246
-976
1128
$7K ﹤0.01%
434
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1129
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23
-7
1130
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66
1131
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581
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1132
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1133
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296
-76
1134
$7K ﹤0.01%
448
-649
1135
$7K ﹤0.01%
1,023
-1,201
1136
$7K ﹤0.01%
444
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1137
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553
-34
1138
$7K ﹤0.01%
593
+426
1139
$7K ﹤0.01%
1,947
+1,450
1140
$7K ﹤0.01%
487
-172
1141
$7K ﹤0.01%
8,000
1142
$7K ﹤0.01%
297
+239
1143
$6K ﹤0.01%
212
+1
1144
$6K ﹤0.01%
254
+21
1145
$6K ﹤0.01%
80
+5
1146
$6K ﹤0.01%
51
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1147
$6K ﹤0.01%
+177
1148
$6K ﹤0.01%
7
-3
1149
$6K ﹤0.01%
285
-38
1150
$6K ﹤0.01%
+241