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
$467M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,479
New
Increased
Reduced
Closed

Top Buys

1 +$6.76M
2 +$4.05M
3 +$3.95M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.49M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.06M

Sector Composition

1 Financials 4.1%
2 Technology 2.66%
3 Industrials 2.62%
4 Consumer Discretionary 2.33%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$137K 0.03%
+6,327
177
$136K 0.03%
+6,228
178
$135K 0.03%
+2,245
179
$135K 0.03%
+1,283
180
$135K 0.03%
+905
181
$134K 0.03%
+5,170
182
$134K 0.03%
+2,827
183
$134K 0.03%
+930
184
$134K 0.03%
+7,000
185
$132K 0.03%
1,316
-1,371
186
$132K 0.03%
+1,895
187
$132K 0.03%
2,389
-21,161
188
$131K 0.03%
+1,668
189
$130K 0.03%
1,308
-1,476
190
$130K 0.03%
+3,205
191
$130K 0.03%
+2,526
192
$129K 0.03%
1,575
-2,246
193
$129K 0.03%
+2,948
194
$129K 0.03%
+745
195
$129K 0.03%
+2,784
196
$129K 0.03%
+2,106
197
$128K 0.03%
+795
198
$128K 0.03%
+817
199
$127K 0.03%
+1,759
200
$127K 0.03%
+3,883