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
$220M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Sells

1 +$6.5M
2 +$3.54M
3 +$2.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.66M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$499K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$43K 0.02%
511
27
$42K 0.02%
1,108
28
$42K 0.02%
+2,215
29
$41K 0.02%
+1,650
30
$37K 0.02%
1,500
-1,592
31
$27K 0.01%
484
-8,416
32
$25K 0.01%
+222
33
$18K 0.01%
163
34
$16K 0.01%
325
35
$15K 0.01%
262
36
$15K 0.01%
176
37
$14K 0.01%
203
-2,420
38
$12K 0.01%
+605
39
$11K 0.01%
415
-15,350
40
$7K ﹤0.01%
480
41
$6K ﹤0.01%
130
42
$3K ﹤0.01%
100
43
-6,130
44
-2,566
45
-3,329
46
-7,208
47
-8,389
48
-10,171
49
-6,600
50
-7,231