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
1076
$2K ﹤0.01%
+14
1077
$2K ﹤0.01%
+63
1078
$2K ﹤0.01%
+135
1079
$2K ﹤0.01%
+22
1080
$2K ﹤0.01%
+22
1081
$2K ﹤0.01%
+83
1082
$2K ﹤0.01%
+67
1083
$2K ﹤0.01%
+125
1084
$2K ﹤0.01%
+17
1085
$2K ﹤0.01%
+16
1086
$2K ﹤0.01%
+260
1087
$2K ﹤0.01%
+53
1088
$2K ﹤0.01%
+45
1089
$2K ﹤0.01%
+13
1090
$2K ﹤0.01%
+11
1091
$2K ﹤0.01%
+37
1092
$2K ﹤0.01%
+14
1093
$2K ﹤0.01%
+134
1094
$2K ﹤0.01%
+39
1095
$2K ﹤0.01%
+22
1096
$2K ﹤0.01%
+139
1097
$2K ﹤0.01%
+15
1098
$2K ﹤0.01%
+37
1099
$2K ﹤0.01%
+47
1100
$2K ﹤0.01%
+160
42 43
44
45 46