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
751
$9K ﹤0.01%
+49
752
$9K ﹤0.01%
+173
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%
+50
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%
+43
768
$7K ﹤0.01%
+72
769
$7K ﹤0.01%
+178
770
$7K ﹤0.01%
+130
771
$7K ﹤0.01%
219
-6,642
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