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
976
$3K ﹤0.01%
+77
977
$3K ﹤0.01%
+66
978
$3K ﹤0.01%
+173
979
$3K ﹤0.01%
+156
980
$3K ﹤0.01%
+42
981
$3K ﹤0.01%
+24
982
$3K ﹤0.01%
+34
983
$3K ﹤0.01%
+104
984
$3K ﹤0.01%
+60
985
$3K ﹤0.01%
+43
986
$3K ﹤0.01%
+158
987
$3K ﹤0.01%
+14
988
$3K ﹤0.01%
+188
989
$3K ﹤0.01%
+862
990
$3K ﹤0.01%
+35
991
$3K ﹤0.01%
+47
992
$3K ﹤0.01%
+27
993
$2K ﹤0.01%
+127
994
$2K ﹤0.01%
+26
995
$2K ﹤0.01%
+15
996
$2K ﹤0.01%
+152
997
$2K ﹤0.01%
+93
998
$2K ﹤0.01%
+26
999
$2K ﹤0.01%
+24
1000
$2K ﹤0.01%
+80
38 39
40
41 42