JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Fund
S&P 500
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
+$4.53M
2
+$3.29M
3
+$3.14M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.77M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.88M

Top Sells

1
+$8.66M
2
+$4.2M
3
+$4.15M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.87M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.58M

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
1651
$1K ﹤0.01%
9
+6
1652
$1K ﹤0.01%
+12
1653
$1K ﹤0.01%
9
-6
1654
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195
-58
1655
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42
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1656
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38
1657
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44
-46
1658
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48
-73
1659
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13
1660
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+13
1661
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+3
1662
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13
-35
1663
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+1
1664
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68
-34
1665
$1K ﹤0.01%
+52
1666
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44
+5
1667
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25
+20
1668
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18
+13
1669
$1K ﹤0.01%
90
+5
1670
$1K ﹤0.01%
15
+3
1671
$1K ﹤0.01%
20
+4
1672
$1K ﹤0.01%
+53
1673
$1K ﹤0.01%
19
+12
1674
$1K ﹤0.01%
245
-473
1675
$1K ﹤0.01%
203
65 66
67
68 69