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
1201
$6K ﹤0.01%
136
+131
1202
$6K ﹤0.01%
672
-698
1203
$5K ﹤0.01%
307
+204
1204
$5K ﹤0.01%
47
+43
1205
$5K ﹤0.01%
212
+145
1206
$5K ﹤0.01%
225
-218
1207
$5K ﹤0.01%
20
1208
$5K ﹤0.01%
96
-43
1209
$5K ﹤0.01%
242
+210
1210
$5K ﹤0.01%
107
+19
1211
$5K ﹤0.01%
202
-178
1212
$5K ﹤0.01%
685
+618
1213
$5K ﹤0.01%
160
+110
1214
$5K ﹤0.01%
533
+475
1215
$5K ﹤0.01%
116
+25
1216
$5K ﹤0.01%
125
+68
1217
$5K ﹤0.01%
122
+67
1218
$5K ﹤0.01%
65
+1
1219
$5K ﹤0.01%
38
+25
1220
$5K ﹤0.01%
+237
1221
$5K ﹤0.01%
152
-29
1222
$5K ﹤0.01%
29
+8
1223
$5K ﹤0.01%
38
-887
1224
$5K ﹤0.01%
50
+47
1225
$5K ﹤0.01%
125
-216
47 48
49
50 51