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JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Fund
S&P 500
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
+$28.1M
2
+$26.9M
3
+$23.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.08M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.84M

Top Sells

1
+$23.6M
2
+$7.46M
3
+$6.98M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$5.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.07M

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