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
1376
$3K ﹤0.01%
123
-237
1377
$3K ﹤0.01%
112
-25
1378
$3K ﹤0.01%
7
-10
1379
$3K ﹤0.01%
62
+38
1380
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31
1381
$3K ﹤0.01%
133
1382
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25
-36
1383
$3K ﹤0.01%
62
+20
1384
$3K ﹤0.01%
102
+87
1385
$3K ﹤0.01%
11
+8
1386
$3K ﹤0.01%
36
1387
$3K ﹤0.01%
26
-17
1388
$3K ﹤0.01%
124
-281
1389
$3K ﹤0.01%
73
1390
$3K ﹤0.01%
253
+72
1391
$3K ﹤0.01%
160
+30
1392
$3K ﹤0.01%
+97
1393
$3K ﹤0.01%
132
+36
1394
$3K ﹤0.01%
95
+9
1395
$3K ﹤0.01%
+59
1396
$3K ﹤0.01%
100
1397
$3K ﹤0.01%
290
-60
1398
$3K ﹤0.01%
49
+36
1399
$3K ﹤0.01%
310
+153
1400
$3K ﹤0.01%
192
+81
54 55
56
57 58