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
826
$5K ﹤0.01%
+183
827
$5K ﹤0.01%
+267
828
$5K ﹤0.01%
+128
829
$5K ﹤0.01%
+48
830
$5K ﹤0.01%
+40
831
$5K ﹤0.01%
+110
832
$5K ﹤0.01%
+106
833
$5K ﹤0.01%
+51
834
$5K ﹤0.01%
+181
835
$5K ﹤0.01%
+132
836
$5K ﹤0.01%
+128
837
$5K ﹤0.01%
+89
838
$5K ﹤0.01%
+48
839
$5K ﹤0.01%
+47
840
$5K ﹤0.01%
+60
841
$5K ﹤0.01%
+34
842
$5K ﹤0.01%
+27
843
$5K ﹤0.01%
+55
844
$5K ﹤0.01%
+43
845
$5K ﹤0.01%
+1,028
846
$4K ﹤0.01%
+59
847
$4K ﹤0.01%
+134
848
$4K ﹤0.01%
+79
849
$4K ﹤0.01%
+91
850
$4K ﹤0.01%
+92
32 33
34
35 36