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
626
$22K ﹤0.01%
+180
627
$22K ﹤0.01%
+410
628
$21K ﹤0.01%
+147
629
$21K ﹤0.01%
+429
630
$21K ﹤0.01%
+1,099
631
$21K ﹤0.01%
+367
632
$21K ﹤0.01%
+500
633
$21K ﹤0.01%
+1,250
634
$21K ﹤0.01%
+390
635
$20K ﹤0.01%
+649
636
$20K ﹤0.01%
+336
637
$20K ﹤0.01%
+1,059
638
$20K ﹤0.01%
+176
639
$20K ﹤0.01%
+350
640
$20K ﹤0.01%
+1,297
641
$20K ﹤0.01%
+325
642
$20K ﹤0.01%
+240
643
$20K ﹤0.01%
+454
644
$20K ﹤0.01%
+743
645
$20K ﹤0.01%
+355
646
$20K ﹤0.01%
+117
647
$20K ﹤0.01%
+807
648
$20K ﹤0.01%
+1,147
649
$20K ﹤0.01%
9,746
-1,812
650
$19K ﹤0.01%
+647
24 25
26
27 28