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
151
$138K 0.03%
2,145
+945
152
$136K 0.03%
2,762
-2,091
153
$135K 0.03%
2,283
-1,655
154
$134K 0.03%
1,925
155
$133K 0.03%
1,049
+724
156
$131K 0.03%
584
+158
157
$127K 0.03%
903
+197
158
$127K 0.03%
1,271
159
$126K 0.03%
846
+663
160
$126K 0.03%
1,383
+331
161
$126K 0.03%
6,136
+99
162
$124K 0.03%
380
+18
163
$121K 0.03%
7,270
-7,610
164
$120K 0.03%
1,223
165
$119K 0.03%
5,355
+1,305
166
$118K 0.03%
626
+291
167
$118K 0.03%
+102
168
$116K 0.03%
387
-63
169
$112K 0.03%
2,522
-2,327
170
$111K 0.03%
391
+121
171
$111K 0.03%
1,039
+165
172
$111K 0.03%
2,438
-140
173
$110K 0.03%
693
+257
174
$110K 0.03%
64
-47
175
$110K 0.03%
1,872
-677
5 6
7
8 9