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
1626
$1K ﹤0.01%
17
1627
$1K ﹤0.01%
+11
1628
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23
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1629
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1630
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14
+7
1631
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-9
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43
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+1
1634
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1635
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44
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1636
$1K ﹤0.01%
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$1K ﹤0.01%
37
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$1K ﹤0.01%
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+16
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$1K ﹤0.01%
200
1640
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1641
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6
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12
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$1K ﹤0.01%
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1645
$1K ﹤0.01%
8
+2
1646
$1K ﹤0.01%
47
+5
1647
$1K ﹤0.01%
15
+7
1648
$1K ﹤0.01%
17
1649
$1K ﹤0.01%
34
-645
1650
$1K ﹤0.01%
+6
64 65
66
67 68