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
126
$289K 0.06%
+2,687
127
$289K 0.06%
+2,173
128
$281K 0.06%
+10,232
129
$279K 0.06%
+4,227
130
$275K 0.06%
+4,169
131
$274K 0.06%
+1,520
132
$269K 0.06%
+1,527
133
$266K 0.06%
+2,864
134
$266K 0.06%
+9,060
135
$264K 0.06%
+2,199
136
$264K 0.06%
+7,714
137
$262K 0.06%
+2,784
138
$262K 0.06%
+815
139
$258K 0.05%
+3,613
140
$253K 0.05%
+995
141
$252K 0.05%
+5,092
142
$251K 0.05%
+3,044
143
$246K 0.05%
+3,821
144
$245K 0.05%
+13,668
145
$238K 0.05%
+7,445
146
$237K 0.05%
+956
147
$237K 0.05%
+2,260
148
$236K 0.05%
+11,354
149
$234K 0.05%
+1,546
150
$229K 0.05%
+4,402
4 5
6
7 8