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
1326
$4K ﹤0.01%
228
-22
1327
$4K ﹤0.01%
98
1328
$4K ﹤0.01%
113
1329
$4K ﹤0.01%
66
-209
1330
$4K ﹤0.01%
250
1331
$4K ﹤0.01%
1,114
-3,935
1332
$4K ﹤0.01%
125
-957
1333
$4K ﹤0.01%
178
-271
1334
$4K ﹤0.01%
34
+8
1335
$4K ﹤0.01%
65
+4
1336
$4K ﹤0.01%
121
-78
1337
$4K ﹤0.01%
96
+68
1338
$4K ﹤0.01%
622
-120
1339
$4K ﹤0.01%
1,179
+997
1340
$4K ﹤0.01%
285
-219
1341
$4K ﹤0.01%
134
1342
$4K ﹤0.01%
27
1343
$4K ﹤0.01%
219
-105
1344
$4K ﹤0.01%
499
+378
1345
$3K ﹤0.01%
53
-27
1346
$3K ﹤0.01%
137
+31
1347
$3K ﹤0.01%
57
1348
$3K ﹤0.01%
51
+47
1349
$3K ﹤0.01%
133
1350
$3K ﹤0.01%
25
-36
52 53
54
55 56