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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
101
$406K 0.09%
+13,756
102
$406K 0.09%
+8,499
103
$402K 0.09%
+3,029
104
$395K 0.08%
+11,873
105
$393K 0.08%
+7,500
106
$393K 0.08%
+5,113
107
$390K 0.08%
+3,645
108
$388K 0.08%
+7,797
109
$373K 0.08%
+6,740
110
$372K 0.08%
+4,113
111
$367K 0.08%
+7,996
112
$354K 0.08%
+1,500
113
$354K 0.08%
+6,598
114
$347K 0.07%
+3,401
115
$341K 0.07%
+6,356
116
$340K 0.07%
+2,312
117
$337K 0.07%
+16,397
118
$333K 0.07%
+5,612
119
$329K 0.07%
+17,414
120
$327K 0.07%
+3,747
121
$323K 0.07%
+2,713
122
$321K 0.07%
+8,643
123
$315K 0.07%
3,887
+12
124
$306K 0.07%
+3,222
125
$300K 0.06%
+1,700
3 4
5
6 7