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
726
$11K ﹤0.01%
208
-7,589
727
$11K ﹤0.01%
+345
728
$11K ﹤0.01%
+103
729
$11K ﹤0.01%
+169
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%
+147
742
$9K ﹤0.01%
+35
743
$9K ﹤0.01%
+176
744
$9K ﹤0.01%
+592
745
$9K ﹤0.01%
+130
746
$9K ﹤0.01%
+211
747
$9K ﹤0.01%
+797
748
$9K ﹤0.01%
+163
749
$9K ﹤0.01%
+132
750
$9K ﹤0.01%
+358
28 29
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