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 ETF
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
926
$3K ﹤0.01%
+19
927
$3K ﹤0.01%
+68
928
$3K ﹤0.01%
+29
929
$3K ﹤0.01%
+55
930
$3K ﹤0.01%
+275
931
$3K ﹤0.01%
+40
932
$3K ﹤0.01%
+88
933
$3K ﹤0.01%
+64
934
$3K ﹤0.01%
+99
935
$3K ﹤0.01%
+97
936
$3K ﹤0.01%
+58
937
$3K ﹤0.01%
+60
938
$3K ﹤0.01%
+58
939
$3K ﹤0.01%
+120
940
$3K ﹤0.01%
+42
941
$3K ﹤0.01%
+38
942
$3K ﹤0.01%
+35
943
$3K ﹤0.01%
+700
944
$3K ﹤0.01%
+27
945
$3K ﹤0.01%
+84
946
$3K ﹤0.01%
+126
947
$3K ﹤0.01%
+82
948
$3K ﹤0.01%
+177
949
$3K ﹤0.01%
+65
950
$3K ﹤0.01%
+68
36 37
38
39 40