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
1576
$1K ﹤0.01%
17
1577
$1K ﹤0.01%
3
1578
$1K ﹤0.01%
94
-963
1579
$1K ﹤0.01%
49
-159
1580
$1K ﹤0.01%
9
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1581
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61
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83
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1584
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1585
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62
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1589
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15
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1590
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1591
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30
-56
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1593
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15
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1595
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-10
1596
$1K ﹤0.01%
3
1597
$1K ﹤0.01%
7
1598
$1K ﹤0.01%
16
+6
1599
$1K ﹤0.01%
9
1600
$1K ﹤0.01%
28
-4
62 63
64
65 66