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
$435M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,830
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.25M
3
+$1.05M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$784K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$522K

Top Sells

1
+$2.62M
2
+$1.62M
3
+$1.5M
4
MMM icon
3M
MMM
+$1.48M
5
HD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$898K 0.21%
4,472
-1,356
27
$862K 0.2%
6,163
-4,447
28
$861K 0.2%
14,563
-1,431
29
$854K 0.2%
7,826
-3,354
30
$852K 0.2%
14,480
-1,320
31
$836K 0.19%
4,359
-5,338
32
$834K 0.19%
15,535
+234
33
$821K 0.19%
8,106
-2,162
34
$778K 0.18%
2,039
-150
35
$663K 0.15%
43,907
36
$656K 0.15%
49,916
37
$637K 0.15%
4,078
-73
38
$616K 0.14%
5,916
-2,842
39
$603K 0.14%
4,898
-350
40
$597K 0.14%
21,638
+800
41
$567K 0.13%
23,946
-7,605
42
$550K 0.13%
13,640
-3,168
43
$525K 0.12%
2,124
-444
44
$518K 0.12%
7,022
+4
45
$510K 0.12%
6,307
-5,045
46
$488K 0.11%
10,362
-3,598
47
$487K 0.11%
4,386
-3,004
48
$476K 0.11%
5,995
-1,504
49
$465K 0.11%
9,918
-8,209
50
$457K 0.11%
2,740
-1,397
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