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
1876
$0 ﹤0.01%
6
1877
$0 ﹤0.01%
128
1878
$0 ﹤0.01%
+7
1879
– –
-45
1880
$0 ﹤0.01%
5
-5
1881
– –
-153
1882
$0 ﹤0.01%
17
1883
– –
-261
1884
– –
-138
1885
– –
-110
1886
– –
-172
1887
– –
-17
1888
– –
-117
1889
$0 ﹤0.01%
1
1890
$0 ﹤0.01%
2
1891
– –
-23
1892
$0 ﹤0.01%
+15
1893
$0 ﹤0.01%
+10
1894
– –
-46
1895
– –
-44
1896
– –
-60
1897
$0 ﹤0.01%
34
-53
1898
$0 ﹤0.01%
8
-5
1899
$0 ﹤0.01%
12
-25
1900
– –
-9
74 75
76
77 78