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
1476
$2K ﹤0.01%
84
-54
1477
$2K ﹤0.01%
16
+10
1478
$2K ﹤0.01%
30
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142
-221
1480
$2K ﹤0.01%
378
-90
1481
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190
-201
1482
$2K ﹤0.01%
13
-10
1483
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+67
1484
$2K ﹤0.01%
35
+26
1485
$2K ﹤0.01%
112
-50
1486
$2K ﹤0.01%
81
+49
1487
$2K ﹤0.01%
200
1488
$2K ﹤0.01%
140
-190
1489
$2K ﹤0.01%
85
+80
1490
$2K ﹤0.01%
63
+44
1491
$2K ﹤0.01%
84
+79
1492
$2K ﹤0.01%
126
+51
1493
$2K ﹤0.01%
483
+441
1494
$2K ﹤0.01%
+48
1495
$2K ﹤0.01%
163
+106
1496
$2K ﹤0.01%
57
-200
1497
$2K ﹤0.01%
55
+52
1498
$2K ﹤0.01%
239
-59
1499
$2K ﹤0.01%
37
+34
1500
$2K ﹤0.01%
+110
58 59
60
61 62