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
801
$6K ﹤0.01%
+101
802
$6K ﹤0.01%
+72
803
$6K ﹤0.01%
+66
804
$6K ﹤0.01%
+187
805
$6K ﹤0.01%
+644
806
$6K ﹤0.01%
+144
807
$5K ﹤0.01%
+1,028
808
$5K ﹤0.01%
+183
809
$5K ﹤0.01%
+267
810
$5K ﹤0.01%
+128
811
$5K ﹤0.01%
+32
812
$5K ﹤0.01%
+45
813
$5K ﹤0.01%
+89
814
$5K ﹤0.01%
+75
815
$5K ﹤0.01%
+32
816
$5K ﹤0.01%
+55
817
$5K ﹤0.01%
+109
818
$5K ﹤0.01%
+85
819
$5K ﹤0.01%
+13
820
$5K ﹤0.01%
+48
821
$5K ﹤0.01%
+40
822
$5K ﹤0.01%
+110
823
$5K ﹤0.01%
+106
824
$5K ﹤0.01%
+51
825
$5K ﹤0.01%
+181
31 32
33
34 35