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
751
$9K ﹤0.01%
+49
752
$9K ﹤0.01%
+175
753
$9K ﹤0.01%
+519
754
$9K ﹤0.01%
+140
755
$8K ﹤0.01%
+123
756
$8K ﹤0.01%
+34
757
$8K ﹤0.01%
+139
758
$8K ﹤0.01%
+250
759
$8K ﹤0.01%
+67
760
$8K ﹤0.01%
+498
761
$8K ﹤0.01%
+40
762
$8K ﹤0.01%
+66
763
$8K ﹤0.01%
+71
764
$8K ﹤0.01%
+7
765
$8K ﹤0.01%
+451
766
$8K ﹤0.01%
+140
767
$7K ﹤0.01%
+178
768
$7K ﹤0.01%
+130
769
$7K ﹤0.01%
219
-6,642
770
$7K ﹤0.01%
+43
771
$7K ﹤0.01%
+72
772
$7K ﹤0.01%
+115
773
$7K ﹤0.01%
+58
774
$7K ﹤0.01%
+121
775
$7K ﹤0.01%
+147
29 30
31
32 33