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
1476
$2K ﹤0.01%
+143
1477
$2K ﹤0.01%
64
-8
1478
$2K ﹤0.01%
79
+56
1479
$2K ﹤0.01%
31
-22
1480
$2K ﹤0.01%
38
-167
1481
$2K ﹤0.01%
82
-51
1482
$2K ﹤0.01%
185
-160
1483
$2K ﹤0.01%
467
+64
1484
$2K ﹤0.01%
35
1485
$2K ﹤0.01%
+68
1486
$2K ﹤0.01%
+64
1487
$2K ﹤0.01%
192
+4
1488
$2K ﹤0.01%
117
-11
1489
$2K ﹤0.01%
112
-50
1490
$2K ﹤0.01%
81
+49
1491
$2K ﹤0.01%
86
-64
1492
$2K ﹤0.01%
185
+158
1493
$2K ﹤0.01%
41
+22
1494
$2K ﹤0.01%
61
-79
1495
$2K ﹤0.01%
75
1496
$2K ﹤0.01%
+287
1497
$2K ﹤0.01%
77
-61
1498
$2K ﹤0.01%
732
+603
1499
$2K ﹤0.01%
22
-3
1500
$2K ﹤0.01%
30
-28
58 59
60
61 62