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
1176
$6K ﹤0.01%
63
+2
1177
$6K ﹤0.01%
52
+43
1178
$6K ﹤0.01%
1,238
+1,000
1179
$6K ﹤0.01%
+314
1180
$6K ﹤0.01%
238
+91
1181
$6K ﹤0.01%
+318
1182
$6K ﹤0.01%
349
+194
1183
$6K ﹤0.01%
+180
1184
$6K ﹤0.01%
153
+129
1185
$6K ﹤0.01%
544
+447
1186
$6K ﹤0.01%
+26
1187
$6K ﹤0.01%
5,000
-2,000
1188
$6K ﹤0.01%
53
+31
1189
$6K ﹤0.01%
82
+21
1190
$6K ﹤0.01%
632
-422
1191
$6K ﹤0.01%
315
+241
1192
$6K ﹤0.01%
86
+60
1193
$6K ﹤0.01%
432
+144
1194
$6K ﹤0.01%
285
+175
1195
$6K ﹤0.01%
186
-129
1196
$6K ﹤0.01%
3,764
-1,604
1197
$6K ﹤0.01%
419
-609
1198
$6K ﹤0.01%
84
-132
1199
$6K ﹤0.01%
232
+12
1200
$6K ﹤0.01%
414
-638