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
51
$817K 0.17%
+13,458
52
$798K 0.17%
15,885
-1,202
53
$759K 0.16%
7,930
-57
54
$733K 0.16%
+10,234
55
$727K 0.15%
+10,793
56
$711K 0.15%
+6,812
57
$706K 0.15%
+406
58
$695K 0.15%
+6,340
59
$692K 0.15%
+3,950
60
$689K 0.15%
+36,227
61
$685K 0.15%
+4,901
62
$684K 0.15%
+30,619
63
$680K 0.14%
14,435
-7,097
64
$640K 0.14%
+9,660
65
$638K 0.14%
+15,260
66
$638K 0.14%
+4,094
67
$636K 0.14%
+5,952
68
$631K 0.13%
5,525
69
$630K 0.13%
+9,353
70
$599K 0.13%
+6,238
71
$588K 0.13%
+7,565
72
$586K 0.12%
+8,255
73
$578K 0.12%
+11,250
74
$547K 0.12%
+14,526
75
$547K 0.12%
+6,544
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