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%
165
-85
1177
$6K ﹤0.01%
+252
1178
$6K ﹤0.01%
63
+6
1179
$6K ﹤0.01%
60
1180
$6K ﹤0.01%
310
+106
1181
$6K ﹤0.01%
616
-506
1182
$6K ﹤0.01%
300
+140
1183
$6K ﹤0.01%
151
+34
1184
$6K ﹤0.01%
300
+242
1185
$6K ﹤0.01%
314
-34
1186
$6K ﹤0.01%
101
-242
1187
$6K ﹤0.01%
47
1188
$6K ﹤0.01%
235
-21
1189
$6K ﹤0.01%
272
+113
1190
$6K ﹤0.01%
165
-4
1191
$6K ﹤0.01%
+343
1192
$6K ﹤0.01%
58
+37
1193
$6K ﹤0.01%
156
-17
1194
$6K ﹤0.01%
271
-232
1195
$6K ﹤0.01%
13
+11
1196
$6K ﹤0.01%
+180
1197
$6K ﹤0.01%
153
+129
1198
$6K ﹤0.01%
544
+447
1199
$6K ﹤0.01%
+26
1200
$6K ﹤0.01%
5,000
-2,000
46 47
48
49 50