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
1901
– –
0
1902
$0 ﹤0.01%
+6
1903
– –
0
1904
$0 ﹤0.01%
+8
1905
– –
0
1906
– –
-3
1907
– –
-650
1908
– –
-224
1909
– –
-3
1910
– –
-31
1911
$0 ﹤0.01%
13
1912
$0 ﹤0.01%
7
1913
– –
-89
1914
$0 ﹤0.01%
20
-52
1915
– –
-16
1916
– –
-23
1917
$0 ﹤0.01%
18
1918
$0 ﹤0.01%
2
1919
$0 ﹤0.01%
7
-6
1920
– –
0
1921
$0 ﹤0.01%
3
1922
– –
-17
1923
$0 ﹤0.01%
1
1924
– –
-14
1925
– –
-34
74 75 76
77
78