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
$533M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,996
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$4.17M
3
+$3.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.61M
5
USRT icon
iShares Core US REIT ETF
USRT
+$1.03M

Top Sells

1
+$1.77M
2
+$1.37M
3
+$1.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$900K
5
CSW
CSW Industrials
CSW
+$725K

Sector Composition

1 Financials 3.36%
2 Technology 3.07%
3 Industrials 2.27%
4 Healthcare 1.89%
5 Consumer Discretionary 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$5K ﹤0.01%
156
+86
1202
$5K ﹤0.01%
61
+2
1203
$5K ﹤0.01%
+98
1204
$5K ﹤0.01%
140
+7
1205
$5K ﹤0.01%
46
1206
$5K ﹤0.01%
49
+4
1207
$5K ﹤0.01%
120
+38
1208
$5K ﹤0.01%
139
1209
$5K ﹤0.01%
266
-145
1210
$5K ﹤0.01%
+62
1211
$4K ﹤0.01%
52
-1
1212
$4K ﹤0.01%
88
1213
$4K ﹤0.01%
57
1214
$4K ﹤0.01%
133
1215
$4K ﹤0.01%
52
+8
1216
$4K ﹤0.01%
16
-39
1217
$4K ﹤0.01%
235
+81
1218
$4K ﹤0.01%
43
+25
1219
$4K ﹤0.01%
166
-167
1220
$4K ﹤0.01%
88
+18
1221
$4K ﹤0.01%
51
-339
1222
$4K ﹤0.01%
50
1223
$4K ﹤0.01%
73
+43
1224
$4K ﹤0.01%
110
1225
$4K ﹤0.01%
76
+19
47 48
49
50 51