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