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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
151
$225K 0.05%
+1,785
152
$225K 0.05%
+12,911
153
$225K 0.05%
+3,256
154
$224K 0.05%
+2,739
155
$224K 0.05%
+2,909
156
$221K 0.05%
+6,723
157
$215K 0.05%
+10,082
158
$215K 0.05%
+6,514
159
$213K 0.05%
+6,861
160
$211K 0.04%
+11,605
161
$210K 0.04%
+13,623
162
$209K 0.04%
+8,227
163
$205K 0.04%
+3,000
164
$204K 0.04%
+5,937
165
$203K 0.04%
+2,789
166
$202K 0.04%
+3,460
167
$201K 0.04%
+5,300
168
$201K 0.04%
+1,360
169
$190K 0.04%
+14,600
170
$121K 0.03%
+11,583
171
$113K 0.02%
+2,346
172
$103K 0.02%
+2,245
173
$79K 0.02%
+12
174
$47K 0.01%
+333
175
$46K 0.01%
+1,707
4 5 6
7
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