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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
$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
126
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0
127
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128
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129
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130
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131
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132
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-4,093
133
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134
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135
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-3,943
136
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-1,074
137
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-10,555
2 3 4 5
6