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
$200M
AUM Growth
-$201B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$48.2M
3
+$41.7M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$15.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.19M

Top Sells

1
+$137M
2
+$21.4M
3
+$13.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$74K 0.04%
+3,328
27
$65K 0.03%
+590
28
$63K 0.03%
+1,610
29
$57K 0.03%
+1,575
30
$47K 0.02%
+2,227
31
$43K 0.02%
+1,650
32
$42K 0.02%
+2,058
33
$40K 0.02%
+500
34
$20K 0.01%
+400
35
$19K 0.01%
+750
36
$18K 0.01%
+325
37
$16K 0.01%
+900
38
$15K 0.01%
+176
39
$13K 0.01%
+262
40
$12K 0.01%
+145
41
$9K ﹤0.01%
+134
42
$6K ﹤0.01%
+130
43
$6K ﹤0.01%
+480
44
$3K ﹤0.01%
+100
45
$2K ﹤0.01%
+18
46
$1K ﹤0.01%
+10
47
$0 ﹤0.01%
+2
48
– –
0
49
– –
0
50
– –
0
1
2
3