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
51
$447K 0.1%
8,499
52
$447K 0.1%
8,609
-290
53
$445K 0.1%
3,631
-329
54
$438K 0.1%
3,180
-7
55
$425K 0.1%
23,278
56
$414K 0.1%
10,555
57
$399K 0.09%
9,992
-483
58
$375K 0.09%
5,200
+5,174
59
$370K 0.09%
1,946
-73
60
$352K 0.08%
6,518
+19
61
$350K 0.08%
10,758
+903
62
$349K 0.08%
5,940
-840
63
$337K 0.08%
6,985
+3
64
$336K 0.08%
1,293
+8
65
$333K 0.08%
1,416
-268
66
$328K 0.08%
2,433
-868
67
$326K 0.08%
6,755
-13,512
68
$323K 0.07%
2,893
-449
69
$316K 0.07%
1,661
-325
70
$315K 0.07%
3,037
-319
71
$303K 0.07%
7,712
+1,635
72
$301K 0.07%
2,316
-158
73
$298K 0.07%
3,512
-124
74
$286K 0.07%
5,753
75
$284K 0.07%
3,678
-1,136
1 2
3
4 5