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
1351
$0 ﹤0.01%
+6
1352
$0 ﹤0.01%
+14
1353
$0 ﹤0.01%
+7
1354
-35,948
1355
$0 ﹤0.01%
+5
1356
$0 ﹤0.01%
+9
1357
$0 ﹤0.01%
+7
1358
$0 ﹤0.01%
+3
1359
$0 ﹤0.01%
+11
1360
$0 ﹤0.01%
+11
1361
$0 ﹤0.01%
+18
1362
$0 ﹤0.01%
+5
1363
$0 ﹤0.01%
+7
1364
$0 ﹤0.01%
+4
1365
$0 ﹤0.01%
+8
1366
$0 ﹤0.01%
+34
1367
$0 ﹤0.01%
+3
1368
$0 ﹤0.01%
+4
1369
$0 ﹤0.01%
+5
1370
$0 ﹤0.01%
+16
1371
$0 ﹤0.01%
+11
1372
$0 ﹤0.01%
+3
1373
$0 ﹤0.01%
+3
1374
$0 ﹤0.01%
+13
1375
$0 ﹤0.01%
+20