JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Fund
S&P 500
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 +$6.87M
2 +$4.21M
3 +$4.06M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.6M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.08M

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
1226
$1K ﹤0.01%
+14
1227
$1K ﹤0.01%
+20
1228
$1K ﹤0.01%
+32
1229
$1K ﹤0.01%
+36
1230
$1K ﹤0.01%
+81
1231
$1K ﹤0.01%
+23
1232
$1K ﹤0.01%
+8
1233
$1K ﹤0.01%
+14
1234
$1K ﹤0.01%
+25
1235
$1K ﹤0.01%
+31
1236
$1K ﹤0.01%
+43
1237
$1K ﹤0.01%
+140
1238
$1K ﹤0.01%
+39
1239
$1K ﹤0.01%
+16
1240
$1K ﹤0.01%
+14
1241
$1K ﹤0.01%
+24
1242
$1K ﹤0.01%
+9
1243
$1K ﹤0.01%
+68
1244
$1K ﹤0.01%
+20
1245
$1K ﹤0.01%
+13
1246
$1K ﹤0.01%
+7
1247
$1K ﹤0.01%
+38
1248
$1K ﹤0.01%
+38
1249
$1K ﹤0.01%
+25
1250
$1K ﹤0.01%
+23