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
$445M
AUM Growth
+$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.76M
3
+$1.99M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.76M
5
CSFL
CenterState Bank Corporation Common Stock
CSFL
+$1.18M

Top Sells

1
+$3.33M
2
+$2.22M
3
+$1.91M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.3M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$854K

Sector Composition

1 Technology 2.27%
2 Financials 1.99%
3 Industrials 1.35%
4 Communication Services 1.26%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$341K 0.08%
1,877
+216
77
$326K 0.07%
7,323
78
$323K 0.07%
3,122
+85
79
$318K 0.07%
+3,500
80
$317K 0.07%
+3,884
81
$316K 0.07%
8,365
+653
82
$306K 0.07%
2,533
+27
83
$304K 0.07%
3,837
+346
84
$299K 0.07%
5,717
+139
85
$299K 0.07%
2,059
+165
86
$287K 0.06%
5,753
87
$276K 0.06%
2,771
-9
88
$274K 0.06%
1,843
+107
89
$267K 0.06%
3,326
+437
90
$264K 0.06%
2,427
+111
91
$262K 0.06%
4,692
+676
92
$260K 0.06%
6,990
+1,170
93
$259K 0.06%
5,377
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94
$255K 0.06%
3,366
-146
95
$252K 0.06%
1,494
-94
96
$251K 0.06%
+3,855
97
$249K 0.06%
+867
98
$247K 0.06%
2,841
+468
99
$247K 0.06%
+4,372
100
$242K 0.05%
+6,185
2 3
4
5 6