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
26
$1.09M 0.23%
9,118
-1,779
27
$982K 0.21%
14,547
+2,353
28
$950K 0.2%
18,320
-3,140
29
$934K 0.2%
10,228
-1,505
30
$915K 0.2%
19,683
-6,393
31
$902K 0.19%
12,992
-2,916
32
$883K 0.19%
12,787
+627
33
$875K 0.19%
11,032
-2,726
34
$863K 0.18%
4,839
-5,171
35
$806K 0.17%
10,342
-966
36
$780K 0.17%
61,905
-14,390
37
$769K 0.16%
40,003
+3,776
38
$765K 0.16%
56,036
-13,636
39
$737K 0.16%
34,598
+3,979
40
$732K 0.16%
19,857
+5,331
41
$732K 0.16%
4,583
+3,056
42
$720K 0.15%
25,837
-1,405
43
$719K 0.15%
11,998
-1,460
44
$717K 0.15%
13,911
-2,358
45
$696K 0.15%
14,408
-27
46
$670K 0.14%
322
-84
47
$664K 0.14%
9,488
-5,360
48
$658K 0.14%
8,998
+4,771
49
$652K 0.14%
19,746
-9,031
50
$651K 0.14%
11,741
-2,591
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