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 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
1026
$2K ﹤0.01%
+15
1027
$2K ﹤0.01%
+32
1028
$2K ﹤0.01%
+13
1029
$2K ﹤0.01%
+29
1030
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+57
1031
$2K ﹤0.01%
+46
1032
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+6
1033
$2K ﹤0.01%
+43
1034
$2K ﹤0.01%
+50
1035
$2K ﹤0.01%
+19
1036
$2K ﹤0.01%
+146
1037
$2K ﹤0.01%
+19
1038
$2K ﹤0.01%
+188
1039
$2K ﹤0.01%
+48
1040
$2K ﹤0.01%
+8
1041
$2K ﹤0.01%
+31
1042
$2K ﹤0.01%
+96
1043
$2K ﹤0.01%
+55
1044
$2K ﹤0.01%
+32
1045
$2K ﹤0.01%
+86
1046
$2K ﹤0.01%
+597
1047
$2K ﹤0.01%
+24
1048
$2K ﹤0.01%
+42
1049
$2K ﹤0.01%
+79
1050
$2K ﹤0.01%
+70
40 41
42
43 44