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
$243M
AUM Growth
-$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$532K
2 +$363K
3 +$293K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$227K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$72.4K

Top Sells

1 +$1.49M
2 +$653K
3 +$281K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$280K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$183K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$202K 0.08%
2,000