JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Fund
S&P 500
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
+$6.87M
2
+$4.21M
3
+$4.06M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.6M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.08M

Top Sells

1
+$7.99M
2
+$5.49M
3
+$5.33M
4
JNUG icon
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
+$3.29M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.22M

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
901
$4K ﹤0.01%
+102
902
$4K ﹤0.01%
+235
903
$4K ﹤0.01%
+69
904
$4K ﹤0.01%
+148
905
$4K ﹤0.01%
+38
906
$3K ﹤0.01%
+60
907
$3K ﹤0.01%
+23
908
$3K ﹤0.01%
+30
909
$3K ﹤0.01%
+53
910
$3K ﹤0.01%
+87
911
$3K ﹤0.01%
+31
912
$3K ﹤0.01%
+54
913
$3K ﹤0.01%
+15
914
$3K ﹤0.01%
+82
915
$3K ﹤0.01%
+110
916
$3K ﹤0.01%
+36
917
$3K ﹤0.01%
+70
918
$3K ﹤0.01%
+10
919
$3K ﹤0.01%
+182
920
$3K ﹤0.01%
+73
921
$3K ﹤0.01%
+100
922
$3K ﹤0.01%
+57
923
$3K ﹤0.01%
+19
924
$3K ﹤0.01%
+68
925
$3K ﹤0.01%
+29
35 36
37
38 39