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
$224M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1 +$717K
2 +$17K
3 +$14.7K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.8K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.17K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$15K 0.01%
176
27
$10K ﹤0.01%
485
-120
28
$8K ﹤0.01%
480
29
$7K ﹤0.01%
245
-170
30
$6K ﹤0.01%
130
31
$0 ﹤0.01%
+3
32
-100
33
-979
34
-1,650
35
-4,200
36
-4,400
37
-1,108
38
-484
39
-1,298
40
-222
41
-511
42
-163
43
-2,215
44
-325
45
-1