JA
JOYN Advisors Portfolio holdings
AUM
$300M
1-Year Return
14.91%
This Quarter Return
+12.72%
1 Year Return
-14.91%
3 Year Return
-0.77%
5 Year Return
+5.98%
10 Year Return
–
AUM
$435M
AUM Growth
-$6.17M
(-1.4%)
Cap. Flow
-$56.2M
Cap. Flow
% of AUM
-12.93%
Top 10 Holdings %
Top 10 Hldgs %
84.45%
Holding
1,830
New
3
Increased
27
Reduced
73
Closed
1,709
Top Buys
| 1 |
iShares Core US REIT ETF
USRT
|
$1.4M |
| 2 |
AAN.A
AARON'S INC CL-A
AAN.A
|
$1.25M |
| 3 |
Vanguard Value ETF
VTV
|
$1.05M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$784K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$522K |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$2.62M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1.62M |
| 3 |
Apple
AAPL
|
$1.5M |
| 4 |
3M
MMM
|
$1.48M |
| 5 |
Home Depot
HD
|
$1.02M |
Sector Composition
| 1 | Technology | 1.83% |
| 2 | Financials | 1.45% |
| 3 | Communication Services | 0.97% |
| 4 | Industrials | 0.94% |
| 5 | Healthcare | 0.88% |