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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
776
$7K ﹤0.01%
+86
777
$7K ﹤0.01%
+126
778
$7K ﹤0.01%
+30
779
$7K ﹤0.01%
+93
780
$7K ﹤0.01%
+97
781
$7K ﹤0.01%
+85
782
$7K ﹤0.01%
+124
783
$7K ﹤0.01%
+125
784
$7K ﹤0.01%
+62
785
$6K ﹤0.01%
+170
786
$6K ﹤0.01%
+524
787
$6K ﹤0.01%
+139
788
$6K ﹤0.01%
+75
789
$6K ﹤0.01%
+38
790
$6K ﹤0.01%
+63
791
$6K ﹤0.01%
+28
792
$6K ﹤0.01%
+377
793
$6K ﹤0.01%
+2
794
$6K ﹤0.01%
+48
795
$6K ﹤0.01%
95
-7,404
796
$6K ﹤0.01%
+190
797
$6K ﹤0.01%
+58
798
$6K ﹤0.01%
+173
799
$6K ﹤0.01%
+102
800
$6K ﹤0.01%
+135
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