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%
94
+90
1402
$3K ﹤0.01%
183
+156
1403
$3K ﹤0.01%
39
-28
1404
$3K ﹤0.01%
73
-852
1405
$3K ﹤0.01%
75
-323
1406
$3K ﹤0.01%
191
-155
1407
$3K ﹤0.01%
189
-364
1408
$3K ﹤0.01%
190
-393
1409
$3K ﹤0.01%
46
+34
1410
$3K ﹤0.01%
+24
1411
$3K ﹤0.01%
199
+112
1412
$3K ﹤0.01%
+127
1413
$3K ﹤0.01%
90
+62
1414
$3K ﹤0.01%
133
-226
1415
$3K ﹤0.01%
123
-124
1416
$3K ﹤0.01%
47
-140
1417
$3K ﹤0.01%
48
1418
$3K ﹤0.01%
81
+76
1419
$3K ﹤0.01%
79
+50
1420
$3K ﹤0.01%
48
+28
1421
$3K ﹤0.01%
34
1422
$3K ﹤0.01%
42
-4
1423
$3K ﹤0.01%
500
1424
$3K ﹤0.01%
123
-237
1425
$3K ﹤0.01%
112
-25
55 56
57
58 59