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
$533M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,996
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$4.17M
3
+$3.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.61M
5
USRT icon
iShares Core US REIT ETF
USRT
+$1.03M

Top Sells

1
+$1.77M
2
+$1.37M
3
+$1.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$900K
5
CSW
CSW Industrials
CSW
+$725K

Sector Composition

1 Financials 3.36%
2 Technology 3.07%
3 Industrials 2.27%
4 Healthcare 1.89%
5 Consumer Discretionary 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$1K ﹤0.01%
5
1552
$1K ﹤0.01%
17
-14
1553
$1K ﹤0.01%
+25
1554
$1K ﹤0.01%
18
-19
1555
$1K ﹤0.01%
12
+6
1556
$1K ﹤0.01%
+16
1557
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80
-124
1558
$1K ﹤0.01%
203
1559
$1K ﹤0.01%
21
-6
1560
$1K ﹤0.01%
182
+8
1561
$1K ﹤0.01%
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1562
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22
+15
1563
$1K ﹤0.01%
13
1564
$1K ﹤0.01%
34
+9
1565
$1K ﹤0.01%
+25
1566
$1K ﹤0.01%
378
1567
$1K ﹤0.01%
54
+27
1568
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226
1569
$1K ﹤0.01%
66
-152
1570
$1K ﹤0.01%
23
1571
$1K ﹤0.01%
21
1572
$1K ﹤0.01%
13
1573
$1K ﹤0.01%
7
1574
$1K ﹤0.01%
23
+16
1575
$1K ﹤0.01%
92
61 62
63
64 65