JA
JOYN Advisors Portfolio holdings
AUM
$300M
This Quarter Return
-2.74%
1 Year Return
-14.91%
3 Year Return
-0.77%
5 Year Return
+5.98%
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(+6.3%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
8.69%
Top 10 Holdings %
Top 10 Hldgs %
97.16%
Holding
39
New
8
Increased
9
Reduced
4
Closed
18
Top Buys
| 1 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$19.6M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$15.2M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$2.63M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$1.79M |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
$1.43M |
Top Sells
| 1 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$18.8M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$4.62M |
| 3 |
iShares Micro-Cap ETF
IWC
|
$199K |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$191K |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$190K |
