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%
62
+20
1352
$3K ﹤0.01%
102
+87
1353
$3K ﹤0.01%
11
+8
1354
$3K ﹤0.01%
36
1355
$3K ﹤0.01%
26
-17
1356
$3K ﹤0.01%
124
-281
1357
$3K ﹤0.01%
73
1358
$3K ﹤0.01%
253
+72
1359
$3K ﹤0.01%
160
+30
1360
$3K ﹤0.01%
+97
1361
$3K ﹤0.01%
132
+36
1362
$3K ﹤0.01%
95
+9
1363
$3K ﹤0.01%
+59
1364
$3K ﹤0.01%
100
1365
$3K ﹤0.01%
290
-60
1366
$3K ﹤0.01%
+64
1367
$3K ﹤0.01%
65
1368
$3K ﹤0.01%
326
+54
1369
$3K ﹤0.01%
16
-6
1370
$3K ﹤0.01%
62
+2
1371
$3K ﹤0.01%
102
-715
1372
$3K ﹤0.01%
49
+36
1373
$3K ﹤0.01%
310
+153
1374
$3K ﹤0.01%
192
+81
1375
$3K ﹤0.01%
254
+211
53 54
55
56 57