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
1401
$3K ﹤0.01%
254
+211
1402
$3K ﹤0.01%
32
+7
1403
$3K ﹤0.01%
120
1404
$3K ﹤0.01%
38
+5
1405
$3K ﹤0.01%
125
1406
$3K ﹤0.01%
43
+27
1407
$3K ﹤0.01%
+111
1408
$3K ﹤0.01%
+52
1409
$3K ﹤0.01%
37
+19
1410
$3K ﹤0.01%
190
+30
1411
$3K ﹤0.01%
98
-49
1412
$3K ﹤0.01%
333
-488
1413
$3K ﹤0.01%
+33
1414
$3K ﹤0.01%
143
+28
1415
$3K ﹤0.01%
108
+104
1416
$3K ﹤0.01%
68
+6
1417
$3K ﹤0.01%
183
1418
$3K ﹤0.01%
67
+22
1419
$3K ﹤0.01%
+96
1420
$3K ﹤0.01%
42
1421
$3K ﹤0.01%
191
-155
1422
$3K ﹤0.01%
189
-364
1423
$3K ﹤0.01%
190
-393
1424
$3K ﹤0.01%
46
+34
1425
$3K ﹤0.01%
+24
55 56
57
58 59