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
$467M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,479
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$4.05M
3
+$3.95M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.49M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.06M

Top Sells

1
+$7.84M
2
+$5.47M
3
+$5.3M
4
JNUG icon
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
+$3.29M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.17M

Sector Composition

1 Financials 4.1%
2 Technology 2.66%
3 Industrials 2.62%
4 Consumer Discretionary 2.33%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$85K 0.02%
+977
327
$84K 0.02%
+1,583
328
$84K 0.02%
+784
329
$84K 0.02%
+782
330
$84K 0.02%
+2,882
331
$84K 0.02%
+1,063
332
$83K 0.02%
+1,068
333
$83K 0.02%
+3,324
334
$83K 0.02%
+14,360
335
$83K 0.02%
+701
336
$82K 0.02%
+1,046
337
$82K 0.02%
+1,729
338
$82K 0.02%
+2,442
339
$81K 0.02%
+2,418
340
$81K 0.02%
+1,075
341
$80K 0.02%
+990
342
$79K 0.02%
+2,080
343
$78K 0.02%
+3,709
344
$78K 0.02%
+3,512
345
$77K 0.02%
+3,270
346
$77K 0.02%
+2,050
347
$77K 0.02%
1,818
-427
348
$77K 0.02%
+2,407
349
$76K 0.02%
+262
350
$75K 0.02%
+1,182
12 13
14
15 16