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
1276
$4K ﹤0.01%
50
-1
1277
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166
1278
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554
-272
1279
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43
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174
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1281
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352
+178
1282
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1283
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23
+12
1284
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84
+78
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116
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241
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1287
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40
-4
1288
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58
1289
$4K ﹤0.01%
+115
1290
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251
1291
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172
+3
1292
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156
-580
1293
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20
+6
1294
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54
-7
1295
$4K ﹤0.01%
92
1296
$4K ﹤0.01%
47
+29
1297
$4K ﹤0.01%
190
-376
1298
$4K ﹤0.01%
140
-19
1299
$4K ﹤0.01%
118
+40
1300
$4K ﹤0.01%
90
-57
50 51
52
53 54