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
$239M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1 +$19.6M
2 +$15.2M
3 +$2.63M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.79M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.43M

Top Sells

1 +$18.8M
2 +$4.62M
3 +$199K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$191K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$190K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-3
27
-1,817
28
-480
29
-245
30
-262
31
-280
32
-485
33
-608
34
-2,058
35
-1,575
36
-1,528
37
-2,621
38
-219
39
-176