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
1301
$0 ﹤0.01%
+5
1302
$0 ﹤0.01%
+20
1303
$0 ﹤0.01%
+8
1304
$0 ﹤0.01%
+9
1305
$0 ﹤0.01%
+11
1306
$0 ﹤0.01%
+9
1307
$0 ﹤0.01%
+70
1308
$0 ﹤0.01%
+10
1309
$0 ﹤0.01%
+3
1310
$0 ﹤0.01%
+9
1311
$0 ﹤0.01%
+14
1312
$0 ﹤0.01%
+3
1313
$0 ﹤0.01%
+49
1314
$0 ﹤0.01%
+5
1315
$0 ﹤0.01%
+13
1316
$0 ﹤0.01%
+4
1317
$0 ﹤0.01%
+19
1318
$0 ﹤0.01%
+30
1319
$0 ﹤0.01%
+4
1320
$0 ﹤0.01%
+4
1321
$0 ﹤0.01%
+3
1322
$0 ﹤0.01%
+23
1323
$0 ﹤0.01%
+12
1324
$0 ﹤0.01%
+3
1325
$0 ﹤0.01%
+46