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
1626
$1K ﹤0.01%
40
-149
1627
$1K ﹤0.01%
38
+20
1628
$1K ﹤0.01%
75
-1,404
1629
$1K ﹤0.01%
29
-75
1630
$1K ﹤0.01%
200
1631
$1K ﹤0.01%
26
1632
$1K ﹤0.01%
41
-212
1633
$1K ﹤0.01%
15
+9
1634
$1K ﹤0.01%
21
1635
$1K ﹤0.01%
18
+14
1636
$1K ﹤0.01%
15
-12
1637
$1K ﹤0.01%
15
+3
1638
$1K ﹤0.01%
23
-42
1639
$1K ﹤0.01%
24
1640
$1K ﹤0.01%
29
+14
1641
$1K ﹤0.01%
17
1642
$1K ﹤0.01%
19
+15
1643
$1K ﹤0.01%
97
1644
$1K ﹤0.01%
17
1645
$1K ﹤0.01%
+90
1646
$1K ﹤0.01%
10
+7
1647
$1K ﹤0.01%
13
-9
1648
$1K ﹤0.01%
18
+12
1649
$1K ﹤0.01%
30
-265
1650
$1K ﹤0.01%
24
-14
64 65
66
67 68