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
1551
$1K ﹤0.01%
15
+3
1552
$1K ﹤0.01%
20
+4
1553
$1K ﹤0.01%
+53
1554
$1K ﹤0.01%
19
+12
1555
$1K ﹤0.01%
245
-473
1556
$1K ﹤0.01%
203
1557
$1K ﹤0.01%
+96
1558
$1K ﹤0.01%
+182
1559
$1K ﹤0.01%
359
-752
1560
$1K ﹤0.01%
197
+153
1561
$1K ﹤0.01%
14
+3
1562
$1K ﹤0.01%
25
-13
1563
$1K ﹤0.01%
19
+6
1564
$1K ﹤0.01%
36
+11
1565
$1K ﹤0.01%
+33
1566
$1K ﹤0.01%
34
+6
1567
$1K ﹤0.01%
67
-60
1568
$1K ﹤0.01%
7
1569
$1K ﹤0.01%
15
-1
1570
$1K ﹤0.01%
92
1571
$1K ﹤0.01%
17
1572
$1K ﹤0.01%
516
-779
1573
$1K ﹤0.01%
+2
1574
$1K ﹤0.01%
233
-23,814
1575
– –
-4
61 62
63
64 65