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
901
$4K ﹤0.01%
+215
902
$4K ﹤0.01%
+102
903
$4K ﹤0.01%
+235
904
$4K ﹤0.01%
+69
905
$4K ﹤0.01%
+148
906
$3K ﹤0.01%
+36
907
$3K ﹤0.01%
+374
908
$3K ﹤0.01%
+79
909
$3K ﹤0.01%
+60
910
$3K ﹤0.01%
+23
911
$3K ﹤0.01%
+30
912
$3K ﹤0.01%
+53
913
$3K ﹤0.01%
+87
914
$3K ﹤0.01%
+31
915
$3K ﹤0.01%
+54
916
$3K ﹤0.01%
+15
917
$3K ﹤0.01%
+110
918
$3K ﹤0.01%
+70
919
$3K ﹤0.01%
+10
920
$3K ﹤0.01%
+182
921
$3K ﹤0.01%
+73
922
$3K ﹤0.01%
+100
923
$3K ﹤0.01%
+57
924
$3K ﹤0.01%
+19
925
$3K ﹤0.01%
+68
35 36
37
38 39