$300 Million is the total value of JOYN Advisors, Inc.'s 108 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NID | NUVEEN INTER DURATION MN TMF | $648,000 | -6.6% | 49,916 | 0.0% | 0.22% | +45.0% | |
NVG | NUVEEN AMT FREE MUN CR INC F | $645,000 | -11.9% | 43,907 | 0.0% | 0.22% | +36.9% | |
GSBD | GOLDMAN SACHS BDC INC | $159,000 | -42.2% | 12,907 | 0.0% | 0.05% | -10.2% | |
APTS | PREFERRED APT CMNTYS INC | $82,000 | -46.1% | 11,387 | 0.0% | 0.03% | -18.2% | |
GALT | GALECTIN THERAPEUTICS INC | $25,000 | -32.4% | 12,796 | 0.0% | 0.01% | 0.0% | |
ALRN | AILERON THERAPEUTICS INC | $10,000 | -41.2% | 30,000 | 0.0% | 0.00% | -25.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-30
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 27 | Q1 2020 | 33.4% |
ISHARES TR | 27 | Q1 2020 | 28.3% |
ISHARES TR | 27 | Q1 2020 | 9.4% |
ISHARES TR | 27 | Q1 2020 | 22.7% |
ISHARES TR | 27 | Q1 2020 | 5.5% |
ISHARES TR | 27 | Q1 2020 | 2.1% |
ISHARES TR | 26 | Q4 2019 | 0.8% |
ISHARES TR | 25 | Q4 2019 | 3.1% |
VANGUARD INDEX FDS | 24 | Q1 2020 | 7.0% |
VANGUARD INTL EQUITY INDEX F | 24 | Q1 2020 | 8.8% |
View JOYN Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-04-30 |
13F-HR | 2020-01-27 |
13F-HR | 2019-11-07 |
13F-HR | 2019-08-09 |
13F-HR | 2019-05-09 |
13F-HR | 2019-02-12 |
13F-HR | 2018-11-14 |
13F-HR | 2018-08-14 |
13F-HR | 2018-05-15 |
13F-HR | 2018-02-14 |
View JOYN Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.