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
$467M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,479
New
Increased
Reduced
Closed

Top Buys

1 +$6.76M
2 +$4.05M
3 +$3.95M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.49M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.06M

Sector Composition

1 Financials 4.1%
2 Technology 2.66%
3 Industrials 2.62%
4 Consumer Discretionary 2.33%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$1K ﹤0.01%
+41
1202
$1K ﹤0.01%
+19
1203
$1K ﹤0.01%
+12
1204
$1K ﹤0.01%
+71
1205
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+9
1206
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+3
1207
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+15
1208
$1K ﹤0.01%
+52
1209
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+8
1210
$1K ﹤0.01%
+49
1211
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+33
1212
$1K ﹤0.01%
+540
1213
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+57
1214
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+19
1215
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+9
1216
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+14
1217
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+20
1218
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+32
1219
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+36
1220
$1K ﹤0.01%
+81
1221
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+23
1222
$1K ﹤0.01%
+8
1223
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+14
1224
$1K ﹤0.01%
+25
1225
$1K ﹤0.01%
+31