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
951
$3K ﹤0.01%
+94
952
$3K ﹤0.01%
+55
953
$3K ﹤0.01%
+110
954
$3K ﹤0.01%
+17
955
$3K ﹤0.01%
+254
956
$3K ﹤0.01%
+55
957
$3K ﹤0.01%
+173
958
$3K ﹤0.01%
+423
959
$3K ﹤0.01%
+119
960
$3K ﹤0.01%
+65
961
$3K ﹤0.01%
+56
962
$3K ﹤0.01%
+71
963
$3K ﹤0.01%
+124
964
$3K ﹤0.01%
+99
965
$3K ﹤0.01%
+47
966
$3K ﹤0.01%
+111
967
$3K ﹤0.01%
+57
968
$3K ﹤0.01%
+16
969
$3K ﹤0.01%
+53
970
$3K ﹤0.01%
+19
971
$3K ﹤0.01%
+88
972
$3K ﹤0.01%
+50
973
$3K ﹤0.01%
+77
974
$3K ﹤0.01%
+66
975
$3K ﹤0.01%
+173
37 38
39
40 41