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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 ETF
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
1001
$2K ﹤0.01%
+80
1002
$2K ﹤0.01%
+22
1003
$2K ﹤0.01%
+42
1004
$2K ﹤0.01%
+39
1005
$2K ﹤0.01%
+85
1006
$2K ﹤0.01%
+32
1007
$2K ﹤0.01%
+52
1008
$2K ﹤0.01%
+80
1009
$2K ﹤0.01%
+2
1010
$2K ﹤0.01%
+334
1011
$2K ﹤0.01%
+146
1012
$2K ﹤0.01%
+212
1013
$2K ﹤0.01%
+35
1014
$2K ﹤0.01%
+26
1015
$2K ﹤0.01%
+48
1016
$2K ﹤0.01%
+141
1017
$2K ﹤0.01%
+27
1018
$2K ﹤0.01%
+30
1019
$2K ﹤0.01%
+20
1020
$2K ﹤0.01%
+15
1021
$2K ﹤0.01%
+8
1022
$2K ﹤0.01%
+23
1023
$2K ﹤0.01%
+56
1024
$2K ﹤0.01%
+162
1025
$2K ﹤0.01%
+123
39 40
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