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%
21
1677
$1K ﹤0.01%
127
+52
1678
$1K ﹤0.01%
25
1679
$1K ﹤0.01%
+24
1680
$1K ﹤0.01%
49
+20
1681
$1K ﹤0.01%
27
-27
1682
$1K ﹤0.01%
51
1683
$1K ﹤0.01%
9
+6
1684
$1K ﹤0.01%
+12
1685
$1K ﹤0.01%
9
-6
1686
$1K ﹤0.01%
195
-58
1687
$1K ﹤0.01%
42
-102
1688
$1K ﹤0.01%
38
1689
$1K ﹤0.01%
44
-46
1690
$1K ﹤0.01%
48
-73
1691
$1K ﹤0.01%
13
1692
$1K ﹤0.01%
+13
1693
$1K ﹤0.01%
+3
1694
$1K ﹤0.01%
13
-35
1695
$1K ﹤0.01%
+1
1696
$1K ﹤0.01%
68
-34
1697
$1K ﹤0.01%
+52
1698
$1K ﹤0.01%
44
+5
1699
$1K ﹤0.01%
25
+20
1700
$1K ﹤0.01%
18
+13