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
726
$11K ﹤0.01%
+71
727
$11K ﹤0.01%
+100
728
$11K ﹤0.01%
+176
729
$11K ﹤0.01%
208
-7,589
730
$10K ﹤0.01%
+422
731
$10K ﹤0.01%
+285
732
$10K ﹤0.01%
+300
733
$10K ﹤0.01%
+1,428
734
$10K ﹤0.01%
+931
735
$10K ﹤0.01%
+95
736
$10K ﹤0.01%
+318
737
$10K ﹤0.01%
+123
738
$10K ﹤0.01%
+81
739
$10K ﹤0.01%
+55
740
$10K ﹤0.01%
+140
741
$9K ﹤0.01%
+592
742
$9K ﹤0.01%
+130
743
$9K ﹤0.01%
+211
744
$9K ﹤0.01%
+797
745
$9K ﹤0.01%
+163
746
$9K ﹤0.01%
+147
747
$9K ﹤0.01%
+35
748
$9K ﹤0.01%
+176
749
$9K ﹤0.01%
+132
750
$9K ﹤0.01%
+358
28 29
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