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
76
$537K 0.11%
+104,757
77
$536K 0.11%
+7,388
78
$530K 0.11%
+6,596
79
$515K 0.11%
10,156
-4,770
80
$508K 0.11%
+29,421
81
$507K 0.11%
+35,948
82
$497K 0.11%
+8,757
83
$492K 0.1%
+8,346
84
$491K 0.1%
+29,429
85
$487K 0.1%
+5,967
86
$473K 0.1%
+3,448
87
$461K 0.1%
+12,058
88
$459K 0.1%
+3,130
89
$455K 0.1%
+4,158
90
$447K 0.1%
+6,077
91
$446K 0.09%
+7,499
92
$445K 0.09%
+7,942
93
$428K 0.09%
+5,121
94
$428K 0.09%
+8,081
95
$425K 0.09%
+23,304
96
$423K 0.09%
+3,341
97
$421K 0.09%
+1,908
98
$414K 0.09%
+8,963
99
$410K 0.09%
+7,553
100
$409K 0.09%
+1,531
2 3
4
5 6