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
1276
$4K ﹤0.01%
121
-9
1277
$4K ﹤0.01%
250
1278
$4K ﹤0.01%
138
-96
1279
$4K ﹤0.01%
+288
1280
$4K ﹤0.01%
61
1281
$4K ﹤0.01%
762
+513
1282
$4K ﹤0.01%
95
+86
1283
$4K ﹤0.01%
137
+17
1284
$4K ﹤0.01%
163
-195
1285
$4K ﹤0.01%
31
1286
$4K ﹤0.01%
134
-2
1287
$4K ﹤0.01%
167
-17
1288
$4K ﹤0.01%
497
-326
1289
$4K ﹤0.01%
+220
1290
$4K ﹤0.01%
86
1291
$4K ﹤0.01%
27
1292
$3K ﹤0.01%
88
+19
1293
$3K ﹤0.01%
228
+19
1294
$3K ﹤0.01%
178
-6
1295
$3K ﹤0.01%
25
1296
$3K ﹤0.01%
135
+63
1297
$3K ﹤0.01%
42
+14
1298
$3K ﹤0.01%
48
+23
1299
$3K ﹤0.01%
36
1300
$3K ﹤0.01%
82
+12
50 51
52
53 54