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
126
$169K 0.04%
1,623
-1,105
127
$169K 0.04%
1,817
+81
128
$168K 0.04%
595
-258
129
$167K 0.04%
4,024
-960
130
$165K 0.04%
2,597
-714
131
$164K 0.04%
13,194
132
$162K 0.04%
4,458
+608
133
$161K 0.04%
4,812
+2,080
134
$160K 0.04%
1,020
+42
135
$158K 0.04%
2,069
+186
136
$158K 0.04%
2,373
-2,238
137
$156K 0.04%
3,001
+1,006
138
$154K 0.03%
1,121
+393
139
$151K 0.03%
2,038
+883
140
$151K 0.03%
2,526
-633
141
$150K 0.03%
4,671
+831
142
$149K 0.03%
680
-10
143
$147K 0.03%
3,900
+824
144
$145K 0.03%
2,032
+125
145
$145K 0.03%
3,173
+200
146
$144K 0.03%
367
+273
147
$143K 0.03%
1,323
-1,466
148
$142K 0.03%
2,941
+1,543
149
$141K 0.03%
622
+43
150
$139K 0.03%
529
+164
4 5
6
7 8