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
51
$610K 0.13%
32,843
+3,422
52
$604K 0.13%
5,525
53
$598K 0.13%
9,226
-1,567
54
$560K 0.12%
5,178
-1,162
55
$553K 0.12%
6,872
-1,383
56
$544K 0.12%
5,668
-2,262
57
$536K 0.11%
10,296
+1,333
58
$531K 0.11%
+16,713
59
$525K 0.11%
3,357
-3,305
60
$519K 0.11%
10,054
-9,874
61
$508K 0.11%
9,784
+5,382
62
$498K 0.11%
6,559
+482
63
$496K 0.11%
5,564
-1,248
64
$495K 0.11%
4,504
-1,448
65
$495K 0.11%
8,757
66
$490K 0.11%
9,385
-1,865
67
$478K 0.1%
3,393
-701
68
$475K 0.1%
25,580
+8,166
69
$474K 0.1%
12,899
-2,361
70
$474K 0.1%
10,156
71
$472K 0.1%
5,063
-3,855
72
$452K 0.1%
+9,842
73
$433K 0.09%
4,320
+675
74
$418K 0.09%
+8,915
75
$416K 0.09%
6,574
+2,961
1 2
3
4 5