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
$470M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.4M
3
+$3.29M
4
BA icon
Boeing
BA
+$2.19M
5
HD icon
Home Depot
HD
+$1.9M

Top Sells

1
+$1.32M
2
+$1.31M
3
+$912K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$578K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$334K

Sector Composition

1 Financials 4.44%
2 Industrials 2.41%
3 Consumer Discretionary 2.36%
4 Technology 2.31%
5 Healthcare 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.31%
22,526
-46
27
$1.26M 0.27%
+13,758
28
$1.24M 0.26%
+10,897
29
$1.17M 0.25%
+19,240
30
$1.15M 0.24%
+6,662
31
$1.14M 0.24%
+76,295
32
$1.13M 0.24%
+21,460
33
$1.1M 0.24%
+27,719
34
$1.04M 0.22%
+19,928
35
$1.04M 0.22%
+15,908
36
$1.02M 0.22%
+14,848
37
$1M 0.21%
+11,733
38
$980K 0.21%
+26,076
39
$972K 0.21%
28,777
-578
40
$953K 0.2%
+69,672
41
$918K 0.2%
+14,332
42
$917K 0.2%
+11,920
43
$916K 0.19%
+16,269
44
$908K 0.19%
+12,160
45
$907K 0.19%
+12,194
46
$907K 0.19%
+11,308
47
$893K 0.19%
+3
48
$886K 0.19%
+8,918
49
$871K 0.19%
+27,242
50
$828K 0.18%
+23,550
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