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%
57
+23
1652
$1K ﹤0.01%
100
1653
$1K ﹤0.01%
38
-23
1654
$1K ﹤0.01%
77
1655
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58
1656
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16
1657
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55
-34
1658
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25
1659
$1K ﹤0.01%
6
+2
1660
$1K ﹤0.01%
49
-74
1661
$1K ﹤0.01%
37
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1662
$1K ﹤0.01%
+5
1663
$1K ﹤0.01%
32
+13
1664
$1K ﹤0.01%
+21
1665
$1K ﹤0.01%
15
1666
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28
+16
1667
$1K ﹤0.01%
12
1668
$1K ﹤0.01%
19
+1
1669
$1K ﹤0.01%
30
-53
1670
$1K ﹤0.01%
22
-216
1671
$1K ﹤0.01%
134
+75
1672
$1K ﹤0.01%
20
1673
$1K ﹤0.01%
62
-395
1674
$1K ﹤0.01%
23
1675
$1K ﹤0.01%
21
65 66
67
68 69