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
176
$110K 0.03%
7,854
+1,482
177
$109K 0.02%
3,884
178
$108K 0.02%
995
+343
179
$108K 0.02%
32,440
-4,760
180
$107K 0.02%
669
-21
181
$107K 0.02%
2,159
-248
182
$107K 0.02%
611
-73
183
$106K 0.02%
539
+4
184
$105K 0.02%
3,039
+1,555
185
$104K 0.02%
1,282
186
$104K 0.02%
2,006
-4,516
187
$103K 0.02%
2,255
+1,556
188
$103K 0.02%
1,115
-76
189
$102K 0.02%
2,344
+476
190
$102K 0.02%
1,487
+274
191
$101K 0.02%
1,520
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192
$101K 0.02%
601
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193
$100K 0.02%
1,317
+844
194
$99K 0.02%
+632
195
$99K 0.02%
1,470
-28
196
$99K 0.02%
2,135
+987
197
$98K 0.02%
401
+113
198
$96K 0.02%
2,050
+1,387
199
$96K 0.02%
9,152
200
$96K 0.02%
3,373
-228
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