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
$441M
AUM Growth
-$91.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.29M
3
+$3.14M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.77M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.88M

Top Sells

1
+$8.66M
2
+$4.2M
3
+$4.15M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.87M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.58M

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%
500
1352
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123
-237
1353
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53
-27
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137
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1355
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51
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25
-36
1359
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102
+87
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11
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26
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$3K ﹤0.01%
124
-281
1365
$3K ﹤0.01%
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1366
$3K ﹤0.01%
253
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+30
1368
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+97
1369
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132
+36
1370
$3K ﹤0.01%
95
+9
1371
$3K ﹤0.01%
+59
1372
$3K ﹤0.01%
100
1373
$3K ﹤0.01%
290
-60
1374
$3K ﹤0.01%
+64
1375
$3K ﹤0.01%
65
53 54
55
56 57