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
1676
$1K ﹤0.01%
61
1677
$1K ﹤0.01%
15
+3
1678
$1K ﹤0.01%
57
+37
1679
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17
-14
1680
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+11
1681
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23
+10
1682
$1K ﹤0.01%
23
1683
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14
+7
1684
$1K ﹤0.01%
13
-9
1685
$1K ﹤0.01%
43
+15
1686
$1K ﹤0.01%
9
+1
1687
$1K ﹤0.01%
17
+5
1688
$1K ﹤0.01%
47
+5
1689
$1K ﹤0.01%
15
+7
1690
$1K ﹤0.01%
17
1691
$1K ﹤0.01%
34
-645
1692
$1K ﹤0.01%
+6
1693
$1K ﹤0.01%
16
+10
1694
$1K ﹤0.01%
+25
1695
$1K ﹤0.01%
571
+334
1696
$1K ﹤0.01%
+10
1697
$1K ﹤0.01%
97
-11
1698
$1K ﹤0.01%
17
1699
$1K ﹤0.01%
+9
1700
$1K ﹤0.01%
18
+12
66 67
68
69 70