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
201
$96K 0.02%
1,050
-130
202
$96K 0.02%
1,012
+57
203
$95K 0.02%
2,891
+1,144
204
$93K 0.02%
1,451
-395
205
$92K 0.02%
1,472
206
$91K 0.02%
618
+214
207
$90K 0.02%
+2,253
208
$90K 0.02%
1,066
+32
209
$90K 0.02%
2,068
-909
210
$89K 0.02%
1,177
+219
211
$89K 0.02%
1,646
+430
212
$89K 0.02%
864
-198
213
$88K 0.02%
2,549
+218
214
$87K 0.02%
234
+21
215
$87K 0.02%
1,718
+218
216
$86K 0.02%
2,178
+68
217
$86K 0.02%
530
-111
218
$86K 0.02%
582
219
$86K 0.02%
1,346
+369
220
$85K 0.02%
1,133
-118
221
$84K 0.02%
2,351
-653
222
$84K 0.02%
550
+214
223
$83K 0.02%
478
+2
224
$83K 0.02%
2,153
-646
225
$82K 0.02%
4,579
-892
7 8
9
10 11