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
$248M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$17.5M
2 +$3.81M
3 +$497K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$252K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$134K

Top Sells

1 +$4.99M
2 +$4.66M
3 +$3.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.94M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.69M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-4,618
27
-15,877
28
-3,595
29
-11,204
30
-20,226
31
-3,831