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
$244M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$6.1M
2 +$4.43M
3 +$2.91M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.69M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.68M

Top Sells

1 +$19.6M
2 +$3.51M
3 +$1.51M
4
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$525K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$314K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$262K 0.11%
3,410
-48
27
$203K 0.08%
+1,921
28
$201K 0.08%
3,831
-4,311
29
-425,031
30
-5,204
31
-14,356
32
-2,868