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
1001
$2K ﹤0.01%
+37
1002
$2K ﹤0.01%
+125
1003
$2K ﹤0.01%
+17
1004
$2K ﹤0.01%
+16
1005
$2K ﹤0.01%
+260
1006
$2K ﹤0.01%
+134
1007
$2K ﹤0.01%
+39
1008
$2K ﹤0.01%
+22
1009
$2K ﹤0.01%
+139
1010
$2K ﹤0.01%
+15
1011
$2K ﹤0.01%
+37
1012
$2K ﹤0.01%
+47
1013
$2K ﹤0.01%
+160
1014
$2K ﹤0.01%
+41
1015
$2K ﹤0.01%
+32
1016
$2K ﹤0.01%
+52
1017
$2K ﹤0.01%
+80
1018
$2K ﹤0.01%
+2
1019
$2K ﹤0.01%
+56
1020
$2K ﹤0.01%
+162
1021
$2K ﹤0.01%
+123
1022
$2K ﹤0.01%
+15
1023
$2K ﹤0.01%
+32
1024
$2K ﹤0.01%
+13
1025
$2K ﹤0.01%
+29
39 40
41
42 43