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
1301
$4K ﹤0.01%
34
+10
1302
$4K ﹤0.01%
81
+3
1303
$4K ﹤0.01%
318
1304
$4K ﹤0.01%
99
-29
1305
$4K ﹤0.01%
180
+94
1306
$4K ﹤0.01%
55
+41
1307
$4K ﹤0.01%
222
+144
1308
$4K ﹤0.01%
40
-113
1309
$4K ﹤0.01%
99
+81
1310
$4K ﹤0.01%
49
+28
1311
$4K ﹤0.01%
79
+3
1312
$4K ﹤0.01%
46
-9
1313
$4K ﹤0.01%
144
+137
1314
$4K ﹤0.01%
438
1315
$4K ﹤0.01%
124
+42
1316
$4K ﹤0.01%
62
+6
1317
$4K ﹤0.01%
79
1318
$4K ﹤0.01%
250
1319
$4K ﹤0.01%
42
-192
1320
$4K ﹤0.01%
129
-38
1321
$4K ﹤0.01%
83
+72
1322
$4K ﹤0.01%
54
1323
$4K ﹤0.01%
168
+128
1324
$4K ﹤0.01%
211
+153
1325
$4K ﹤0.01%
139
+90
51 52
53
54 55