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
$255M
AUM Growth
-$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$3.21M
3
+$3.16M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.55M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.91M

Top Sells

1
+$18.8M
2
+$4.61M
3
+$2.77M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.06M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$809K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-19,910
27
– –
-4,252
28
– –
-1,672
29
– –
-2,000
30
– –
-26,711
31
– –
-8,597
32
– –
-2,178
33
– –
-1,922
34
– –
-2,743
1
2