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
1451
$2K ﹤0.01%
16
+10
1452
$2K ﹤0.01%
30
1453
$2K ﹤0.01%
142
-221
1454
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378
-90
1455
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190
-201
1456
$2K ﹤0.01%
13
-10
1457
$2K ﹤0.01%
+67
1458
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35
+26
1459
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200
1460
$2K ﹤0.01%
140
-190
1461
$2K ﹤0.01%
85
+80
1462
$2K ﹤0.01%
63
+44
1463
$2K ﹤0.01%
84
+79
1464
$2K ﹤0.01%
126
+51
1465
$2K ﹤0.01%
483
+441
1466
$2K ﹤0.01%
+48
1467
$2K ﹤0.01%
163
+106
1468
$2K ﹤0.01%
57
-200
1469
$2K ﹤0.01%
55
+52
1470
$2K ﹤0.01%
239
-59
1471
$2K ﹤0.01%
37
+34
1472
$2K ﹤0.01%
+110
1473
$2K ﹤0.01%
+48
1474
$2K ﹤0.01%
121
1475
$2K ﹤0.01%
+14
57 58
59
60 61