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
1351
$3K ﹤0.01%
326
+54
1352
$3K ﹤0.01%
16
-6
1353
$3K ﹤0.01%
62
+2
1354
$3K ﹤0.01%
102
-715
1355
$3K ﹤0.01%
29
1356
$3K ﹤0.01%
183
-58
1357
$3K ﹤0.01%
534
-187
1358
$3K ﹤0.01%
136
+22
1359
$3K ﹤0.01%
32
-49
1360
$3K ﹤0.01%
95
1361
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94
+90
1362
$3K ﹤0.01%
183
+156
1363
$3K ﹤0.01%
39
-28
1364
$3K ﹤0.01%
73
-852
1365
$3K ﹤0.01%
75
-323
1366
$3K ﹤0.01%
90
+62
1367
$3K ﹤0.01%
133
-226
1368
$3K ﹤0.01%
123
-124
1369
$3K ﹤0.01%
47
-140
1370
$3K ﹤0.01%
96
1371
$3K ﹤0.01%
81
+76
1372
$3K ﹤0.01%
48
+28
1373
$3K ﹤0.01%
34
1374
$3K ﹤0.01%
42
-4
1375
$3K ﹤0.01%
500
53 54
55
56 57