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
951
$3K ﹤0.01%
+65
952
$3K ﹤0.01%
+101
953
$3K ﹤0.01%
+68
954
$3K ﹤0.01%
+58
955
$3K ﹤0.01%
+94
956
$3K ﹤0.01%
+55
957
$3K ﹤0.01%
+17
958
$3K ﹤0.01%
+254
959
$3K ﹤0.01%
+55
960
$3K ﹤0.01%
+173
961
$3K ﹤0.01%
+423
962
$3K ﹤0.01%
+119
963
$3K ﹤0.01%
+65
964
$3K ﹤0.01%
+56
965
$3K ﹤0.01%
+71
966
$3K ﹤0.01%
+124
967
$3K ﹤0.01%
+99
968
$3K ﹤0.01%
+47
969
$3K ﹤0.01%
+111
970
$3K ﹤0.01%
+57
971
$3K ﹤0.01%
+16
972
$3K ﹤0.01%
+53
973
$3K ﹤0.01%
+19
974
$3K ﹤0.01%
+88
975
$3K ﹤0.01%
+50
37 38
39
40 41