JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Fund
S&P 500
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
+$6.87M
2
+$4.21M
3
+$4.06M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.6M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.08M

Top Sells

1
+$7.99M
2
+$5.49M
3
+$5.33M
4
JNUG icon
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
+$3.29M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.22M

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
651
$19K ﹤0.01%
+287
652
$19K ﹤0.01%
+233
653
$19K ﹤0.01%
+135
654
$19K ﹤0.01%
+1,455
655
$19K ﹤0.01%
+140
656
$19K ﹤0.01%
+1,120
657
$19K ﹤0.01%
460
-11,598
658
$19K ﹤0.01%
+1,035
659
$19K ﹤0.01%
+461
660
$18K ﹤0.01%
331
-7,611
661
$18K ﹤0.01%
+362
662
$18K ﹤0.01%
+283
663
$18K ﹤0.01%
+441
664
$18K ﹤0.01%
+4,163
665
$18K ﹤0.01%
+475
666
$18K ﹤0.01%
+93
667
$18K ﹤0.01%
+216
668
$18K ﹤0.01%
+985
669
$17K ﹤0.01%
+117
670
$17K ﹤0.01%
+497
671
$17K ﹤0.01%
+1,402
672
$17K ﹤0.01%
+408
673
$17K ﹤0.01%
+672
674
$17K ﹤0.01%
+1,013
675
$16K ﹤0.01%
+65
25 26
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