JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Fund
S&P 500
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
+$4.53M
2
+$3.29M
3
+$3.14M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.77M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.88M

Top Sells

1
+$8.66M
2
+$4.2M
3
+$4.15M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.87M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.58M

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%
20
+4
1552
$1K ﹤0.01%
+53
1553
$1K ﹤0.01%
19
+12
1554
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245
-473
1555
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203
1556
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+96
1557
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+182
1558
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359
-752
1559
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197
+153
1560
$1K ﹤0.01%
14
+3
1561
$1K ﹤0.01%
25
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1562
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19
+6
1563
$1K ﹤0.01%
36
+11
1564
$1K ﹤0.01%
+33
1565
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34
+6
1566
$1K ﹤0.01%
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1567
$1K ﹤0.01%
7
1568
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15
-1
1569
$1K ﹤0.01%
92
1570
$1K ﹤0.01%
17
1571
$1K ﹤0.01%
516
-779
1572
$1K ﹤0.01%
+90
1573
$1K ﹤0.01%
+35
1574
$1K ﹤0.01%
+15
1575
$1K ﹤0.01%
39
-304
61 62
63
64 65