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%
39
1602
$1K ﹤0.01%
138
+6
1603
$1K ﹤0.01%
50
-48
1604
$1K ﹤0.01%
11
-20
1605
$1K ﹤0.01%
59
-108
1606
$1K ﹤0.01%
125
+77
1607
$1K ﹤0.01%
+7
1608
$1K ﹤0.01%
14
1609
$1K ﹤0.01%
17
+11
1610
$1K ﹤0.01%
139
1611
$1K ﹤0.01%
61
1612
$1K ﹤0.01%
15
1613
$1K ﹤0.01%
45
-12
1614
$1K ﹤0.01%
+89
1615
$1K ﹤0.01%
15
-10
1616
$1K ﹤0.01%
+48
1617
$1K ﹤0.01%
103
+69
1618
$1K ﹤0.01%
25
-2
1619
$1K ﹤0.01%
+65
1620
$1K ﹤0.01%
44
+30
1621
$1K ﹤0.01%
23
+14
1622
$1K ﹤0.01%
40
-655
1623
$1K ﹤0.01%
16
-1
1624
$1K ﹤0.01%
39
1625
$1K ﹤0.01%
+18
63 64
65
66 67