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
876
$4K ﹤0.01%
+72
877
$4K ﹤0.01%
+55
878
$4K ﹤0.01%
+166
879
$4K ﹤0.01%
+50
880
$4K ﹤0.01%
+124
881
$4K ﹤0.01%
+12
882
$4K ﹤0.01%
+90
883
$4K ﹤0.01%
+467
884
$4K ﹤0.01%
+81
885
$4K ﹤0.01%
+68
886
$4K ﹤0.01%
+40
887
$4K ﹤0.01%
+117
888
$4K ﹤0.01%
+79
889
$4K ﹤0.01%
+26
890
$4K ﹤0.01%
+71
891
$4K ﹤0.01%
47
-2,953
892
$4K ﹤0.01%
+38
893
$4K ﹤0.01%
+49
894
$4K ﹤0.01%
+7
895
$4K ﹤0.01%
+46
896
$4K ﹤0.01%
+31
897
$4K ﹤0.01%
+68
898
$4K ﹤0.01%
+27
899
$4K ﹤0.01%
+101
900
$4K ﹤0.01%
+119
34 35
36
37 38