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
1526
$2K ﹤0.01%
77
-61
1527
$2K ﹤0.01%
732
+603
1528
$2K ﹤0.01%
368
+335
1529
$2K ﹤0.01%
114
+107
1530
$2K ﹤0.01%
34
+31
1531
$2K ﹤0.01%
91
+5
1532
$2K ﹤0.01%
170
-315
1533
$2K ﹤0.01%
+55
1534
$2K ﹤0.01%
219
+54
1535
$2K ﹤0.01%
84
+31
1536
$2K ﹤0.01%
888
-4,127
1537
$2K ﹤0.01%
+20
1538
$2K ﹤0.01%
165
+150
1539
$2K ﹤0.01%
50
1540
$2K ﹤0.01%
36
1541
$2K ﹤0.01%
545
+465
1542
$2K ﹤0.01%
87
+11
1543
$2K ﹤0.01%
35
1544
$2K ﹤0.01%
105
+97
1545
$2K ﹤0.01%
2,002
+1,944
1546
$2K ﹤0.01%
60
+54
1547
$2K ﹤0.01%
1,013
+959
1548
$2K ﹤0.01%
83
1549
$2K ﹤0.01%
294
-1,143
1550
$2K ﹤0.01%
33
+20
60 61
62
63 64