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
851
$4K ﹤0.01%
+91
852
$4K ﹤0.01%
+92
853
$4K ﹤0.01%
+47
854
$4K ﹤0.01%
+110
855
$4K ﹤0.01%
+42
856
$4K ﹤0.01%
+85
857
$4K ﹤0.01%
+24
858
$4K ﹤0.01%
+8
859
$4K ﹤0.01%
+12
860
$4K ﹤0.01%
+14
861
$4K ﹤0.01%
+1,255
862
$4K ﹤0.01%
+63
863
$4K ﹤0.01%
+119
864
$4K ﹤0.01%
+191
865
$4K ﹤0.01%
+81
866
$4K ﹤0.01%
+81
867
$4K ﹤0.01%
+84
868
$4K ﹤0.01%
+159
869
$4K ﹤0.01%
+28
870
$4K ﹤0.01%
+118
871
$4K ﹤0.01%
+187
872
$4K ﹤0.01%
+257
873
$4K ﹤0.01%
+129
874
$4K ﹤0.01%
+182
875
$4K ﹤0.01%
+484
33 34
35
36 37