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
$263M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$9.91M
3
+$2.66M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.47M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$866K

Top Sells

1
+$15.4M
2
+$10.1M
3
+$1.44M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$576K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$430K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,776
27
– –
-3,278
28
– –
-8,609
29
– –
-1,357
1
2