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
1426
$3K ﹤0.01%
7
-10
1427
$3K ﹤0.01%
62
+38
1428
$3K ﹤0.01%
31
1429
$3K ﹤0.01%
100
+66
1430
$3K ﹤0.01%
76
+68
1431
$3K ﹤0.01%
160
+146
1432
$3K ﹤0.01%
149
-1,978
1433
$3K ﹤0.01%
12
-20
1434
$3K ﹤0.01%
169
+146
1435
$3K ﹤0.01%
467
+188
1436
$3K ﹤0.01%
409
+217
1437
$3K ﹤0.01%
49
+4
1438
$3K ﹤0.01%
370
+276
1439
$2K ﹤0.01%
27
+18
1440
$2K ﹤0.01%
26
1441
$2K ﹤0.01%
22
-3
1442
$2K ﹤0.01%
30
-28
1443
$2K ﹤0.01%
49
-66
1444
$2K ﹤0.01%
33
+17
1445
$2K ﹤0.01%
40
1446
$2K ﹤0.01%
347
-1,396
1447
$2K ﹤0.01%
81
+25
1448
$2K ﹤0.01%
200
+150
1449
$2K ﹤0.01%
+500
1450
$2K ﹤0.01%
+28
56 57
58
59 60