JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Fund
S&P 500
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
+$4.53M
2
+$3.29M
3
+$3.14M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.77M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.88M

Top Sells

1
+$8.66M
2
+$4.2M
3
+$4.15M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.87M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.58M

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%
+500
1452
$2K ﹤0.01%
+28
1453
$2K ﹤0.01%
123
+77
1454
$2K ﹤0.01%
81
-92
1455
$2K ﹤0.01%
+59
1456
$2K ﹤0.01%
92
+65
1457
$2K ﹤0.01%
44
-779
1458
$2K ﹤0.01%
55
-1,108
1459
$2K ﹤0.01%
93
-1,426
1460
$2K ﹤0.01%
40
1461
$2K ﹤0.01%
326
+280
1462
$2K ﹤0.01%
50
1463
$2K ﹤0.01%
63
1464
$2K ﹤0.01%
65
1465
$2K ﹤0.01%
64
1466
$2K ﹤0.01%
40
+31
1467
$2K ﹤0.01%
53
-60
1468
$2K ﹤0.01%
35
+24
1469
$2K ﹤0.01%
323
-2,237
1470
$2K ﹤0.01%
22
-11
1471
$2K ﹤0.01%
+168
1472
$2K ﹤0.01%
38
+4
1473
$2K ﹤0.01%
66
+43
1474
$2K ﹤0.01%
332
-49
1475
$2K ﹤0.01%
+129
57 58
59
60 61