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
1601
$1K ﹤0.01%
21
1602
$1K ﹤0.01%
18
+14
1603
$1K ﹤0.01%
15
-12
1604
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24
1605
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29
+14
1606
$1K ﹤0.01%
17
1607
$1K ﹤0.01%
19
+15
1608
$1K ﹤0.01%
97
1609
$1K ﹤0.01%
17
1610
$1K ﹤0.01%
10
+7
1611
$1K ﹤0.01%
13
-9
1612
$1K ﹤0.01%
18
+12
1613
$1K ﹤0.01%
30
-265
1614
$1K ﹤0.01%
24
-14
1615
$1K ﹤0.01%
+44
1616
$1K ﹤0.01%
57
+23
1617
$1K ﹤0.01%
100
1618
$1K ﹤0.01%
38
-23
1619
$1K ﹤0.01%
77
1620
$1K ﹤0.01%
58
1621
$1K ﹤0.01%
16
1622
$1K ﹤0.01%
55
-34
1623
$1K ﹤0.01%
25
1624
$1K ﹤0.01%
6
+2
1625
$1K ﹤0.01%
49
-74
63 64
65
66 67