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
1501
$2K ﹤0.01%
64
-8
1502
$2K ﹤0.01%
79
+56
1503
$2K ﹤0.01%
49
-39
1504
$2K ﹤0.01%
46
+9
1505
$2K ﹤0.01%
205
-189
1506
$2K ﹤0.01%
64
+24
1507
$2K ﹤0.01%
81
-347
1508
$2K ﹤0.01%
31
-22
1509
$2K ﹤0.01%
38
-167
1510
$2K ﹤0.01%
82
-51
1511
$2K ﹤0.01%
185
-160
1512
$2K ﹤0.01%
467
+64
1513
$2K ﹤0.01%
35
1514
$2K ﹤0.01%
+68
1515
$2K ﹤0.01%
+64
1516
$2K ﹤0.01%
192
+4
1517
$2K ﹤0.01%
117
-11
1518
$2K ﹤0.01%
112
-50
1519
$2K ﹤0.01%
81
+49
1520
$2K ﹤0.01%
86
-64
1521
$2K ﹤0.01%
185
+158
1522
$2K ﹤0.01%
41
+22
1523
$2K ﹤0.01%
61
-79
1524
$2K ﹤0.01%
75
1525
$2K ﹤0.01%
+287
59 60
61
62 63