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
$220M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13.2M
3
+$7.62M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.78M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$92K

Top Sells

1
+$6.5M
2
+$3.54M
3
+$2.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.66M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$499K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-18
52
– –
-1,610
53
– –
-3,917
54
– –
-4,326
55
– –
-900
56
$0 ﹤0.01%
+1
1 2
3