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
76
$283K 0.07%
3,491
-529
77
$278K 0.06%
5,578
+82
78
$274K 0.06%
2,506
-286
79
$274K 0.06%
1,894
+132
80
$273K 0.06%
1,718
-242
81
$257K 0.06%
1,481
-8,508
82
$256K 0.06%
7,323
-329
83
$255K 0.06%
2,889
+516
84
$254K 0.06%
1,873
-9
85
$253K 0.06%
2,780
-365
86
$248K 0.06%
3,718
-123
87
$246K 0.06%
12,000
88
$243K 0.06%
8,070
-440
89
$243K 0.06%
1,736
-56
90
$243K 0.06%
4,888
+430
91
$239K 0.06%
3,360
-241
92
$234K 0.05%
2,519
-80
93
$229K 0.05%
6,420
+10
94
$228K 0.05%
+2,849
95
$226K 0.05%
3,943
+1,181
96
$223K 0.05%
2,655
-248
97
$223K 0.05%
1,588
-138
98
$222K 0.05%
3,323
+39
99
$220K 0.05%
5,820
-1,410
100
$220K 0.05%
12,057
2 3
4
5 6