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
76
$413K 0.09%
3,044
-404
77
$408K 0.09%
13,610
-146
78
$399K 0.09%
8,499
79
$397K 0.09%
+6,792
80
$392K 0.08%
5,194
-5,040
81
$388K 0.08%
2,593
-748
82
$388K 0.08%
5,584
-3,769
83
$374K 0.08%
6,008
-1,557
84
$371K 0.08%
+7,343
85
$370K 0.08%
1,311
-189
86
$370K 0.08%
1,731
-177
87
$367K 0.08%
7,674
-407
88
$354K 0.08%
4,926
-6,994
89
$352K 0.08%
3,035
+6
90
$341K 0.07%
3,240
-873
91
$322K 0.07%
5,218
-1,522
92
$322K 0.07%
6,385
+29
93
$319K 0.07%
5,125
-2,263
94
$311K 0.07%
+7,266
95
$308K 0.07%
21,244
+7,621
96
$304K 0.07%
6,747
+1,135
97
$299K 0.06%
12,495
+2,263
98
$297K 0.06%
+10,929
99
$295K 0.06%
+4,980
100
$294K 0.06%
3,896
+9
2 3
4
5 6