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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
$258M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$25.9M
3
+$21.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.78M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.68M

Top Sells

1
+$21.9M
2
+$7.01M
3
+$6.86M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$5.24M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.85M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$232K 0.09%
2,743
27
$202K 0.08%
2,000
28
$186K 0.07%
1,922
29
$162K 0.06%
1,672
30
$78K 0.03%
2,178
31
$39K 0.02%
19,910
32
$23K 0.01%
1,672
-18,111
1
2