JA

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
$252M
AUM Growth
-$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.38M
3
+$2.48M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.19M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.08M

Top Sells

1
+$5.51M
2
+$3.89M
3
+$3.46M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.47M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.58M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51K 0.02%
1,776
-27,868
1
2