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
101
$289K 0.06%
9,791
-2,082
102
$286K 0.06%
17,431
-11,998
103
$282K 0.06%
2,176
+3
104
$279K 0.06%
50,667
-54,090
105
$275K 0.06%
5,360
-2,986
106
$273K 0.06%
1,466
-234
107
$271K 0.06%
21,616
+7,016
108
$269K 0.06%
3,494
-1,619
109
$266K 0.06%
3,354
-3,242
110
$253K 0.05%
5,140
-10,745
111
$249K 0.05%
2,973
-774
112
$246K 0.05%
3,756
-3,797
113
$242K 0.05%
4,700
-2,800
114
$240K 0.05%
2,376
-1,025
115
$237K 0.05%
3,799
-2,799
116
$230K 0.05%
+2,013
117
$228K 0.05%
12,939
-10,365
118
$228K 0.05%
2,174
-539
119
$226K 0.05%
898
-97
120
$223K 0.05%
6,448
-1,266
121
$219K 0.05%
2,024
-236
122
$218K 0.05%
1,291
-229
123
$215K 0.05%
8,864
-1,218
124
$212K 0.05%
4,104
-988
125
$209K 0.04%
7,062
+339
3 4
5
6 7