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
101
$221K 0.05%
5,022
+786
102
$220K 0.05%
5,496
+844
103
$216K 0.05%
8,510
+1,780
104
$216K 0.05%
2,599
-1,256
105
$215K 0.05%
6,077
-1,714
106
$210K 0.05%
7,081
107
$207K 0.05%
6,862
-1,086
108
$205K 0.05%
3,284
-623
109
$203K 0.05%
3,901
-424
110
$200K 0.05%
2,391
-1,143
111
$199K 0.05%
1,726
-595
112
$198K 0.04%
12,057
-336
113
$191K 0.04%
3,601
-1,464
114
$185K 0.04%
707
+25
115
$182K 0.04%
2,904
-780
116
$182K 0.04%
3,810
-5,860
117
$182K 0.04%
1,316
+71
118
$181K 0.04%
11,481
+630
119
$180K 0.04%
1,220
-417
120
$178K 0.04%
1,925
-64
121
$176K 0.04%
2,344
-527
122
$173K 0.04%
1,516
+408
123
$172K 0.04%
3,963
-2,783
124
$172K 0.04%
11,710
-143
125
$172K 0.04%
641
-51
3 4
5
6 7