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
1026
$2K ﹤0.01%
+53
1027
$2K ﹤0.01%
+45
1028
$2K ﹤0.01%
+13
1029
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+11
1030
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+37
1031
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+14
1032
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+134
1033
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+39
1034
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+22
1035
$2K ﹤0.01%
+139
1036
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+15
1037
$2K ﹤0.01%
+37
1038
$2K ﹤0.01%
+47
1039
$2K ﹤0.01%
+160
1040
$2K ﹤0.01%
+41
1041
$2K ﹤0.01%
+32
1042
$2K ﹤0.01%
+52
1043
$2K ﹤0.01%
+80
1044
$2K ﹤0.01%
+2
1045
$2K ﹤0.01%
+334
1046
$2K ﹤0.01%
+146
1047
$2K ﹤0.01%
+212
1048
$2K ﹤0.01%
+35
1049
$2K ﹤0.01%
+26
1050
$2K ﹤0.01%
+48
40 41
42
43 44