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
1251
$1K ﹤0.01%
+36
1252
$1K ﹤0.01%
+62
1253
$1K ﹤0.01%
+45
1254
$1K ﹤0.01%
+35
1255
$1K ﹤0.01%
+124
1256
$1K ﹤0.01%
+43
1257
$1K ﹤0.01%
+68
1258
$1K ﹤0.01%
+28
1259
$1K ﹤0.01%
+80
1260
$1K ﹤0.01%
+6
1261
$1K ﹤0.01%
+26
1262
$1K ﹤0.01%
+11
1263
$0 ﹤0.01%
+5
1264
$0 ﹤0.01%
+5
1265
$0 ﹤0.01%
+11
1266
$0 ﹤0.01%
+1
1267
$0 ﹤0.01%
+6
1268
$0 ﹤0.01%
+4
1269
$0 ﹤0.01%
+11
1270
$0 ﹤0.01%
+8
1271
$0 ﹤0.01%
+1
1272
$0 ﹤0.01%
+8
1273
$0 ﹤0.01%
+10
1274
$0 ﹤0.01%
+1
1275
$0 ﹤0.01%
+16