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
1676
$1K ﹤0.01%
+96
1677
$1K ﹤0.01%
+182
1678
$1K ﹤0.01%
359
-752
1679
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197
+153
1680
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14
+3
1681
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25
-13
1682
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19
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1683
$1K ﹤0.01%
+33
1684
$1K ﹤0.01%
34
+6
1685
$1K ﹤0.01%
67
-60
1686
$1K ﹤0.01%
7
1687
$1K ﹤0.01%
15
-1
1688
$1K ﹤0.01%
92
1689
$1K ﹤0.01%
17
1690
$1K ﹤0.01%
516
-779
1691
$1K ﹤0.01%
15
+9
1692
$1K ﹤0.01%
21
1693
$1K ﹤0.01%
18
+14
1694
$1K ﹤0.01%
15
-12
1695
$1K ﹤0.01%
15
+3
1696
$1K ﹤0.01%
23
-42
1697
$1K ﹤0.01%
24
1698
$1K ﹤0.01%
29
+14
1699
$1K ﹤0.01%
17
1700
$1K ﹤0.01%
19
+15
66 67
68
69 70