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
$200M
AUM Growth
-$201B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$57.6M
2 +$48.2M
3 +$41.7M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$15.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.19M

Top Sells

1 +$137M
2 +$21.4M
3 +$13.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$0 ﹤0.01%
+1