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
1676
$1K ﹤0.01%
9
1677
$1K ﹤0.01%
70
+56
1678
$1K ﹤0.01%
96
1679
$1K ﹤0.01%
47
+37
1680
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56
-16
1681
$1K ﹤0.01%
+35
1682
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+15
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39
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1684
$1K ﹤0.01%
9
1685
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10
1686
$1K ﹤0.01%
15
-10
1687
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+48
1688
$1K ﹤0.01%
103
+69
1689
$1K ﹤0.01%
25
-2
1690
$1K ﹤0.01%
+65
1691
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44
+30
1692
$1K ﹤0.01%
23
+14
1693
$1K ﹤0.01%
40
-655
1694
$1K ﹤0.01%
16
-1
1695
$1K ﹤0.01%
39
1696
$1K ﹤0.01%
+18
1697
$1K ﹤0.01%
40
-149
1698
$1K ﹤0.01%
38
+20
1699
$1K ﹤0.01%
75
-1,404
1700
$1K ﹤0.01%
29
-75
66 67
68
69 70