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
1276
$0 ﹤0.01%
+8
1277
$0 ﹤0.01%
+5
1278
$0 ﹤0.01%
+4
1279
$0 ﹤0.01%
+4
1280
$0 ﹤0.01%
+4
1281
$0 ﹤0.01%
+3
1282
$0 ﹤0.01%
+9
1283
$0 ﹤0.01%
+2
1284
$0 ﹤0.01%
+53
1285
– –
-8,643
1286
$0 ﹤0.01%
+14
1287
$0 ﹤0.01%
+14
1288
$0 ﹤0.01%
+27
1289
$0 ﹤0.01%
+3
1290
$0 ﹤0.01%
+57
1291
$0 ﹤0.01%
+7
1292
$0 ﹤0.01%
+4
1293
$0 ﹤0.01%
+8
1294
$0 ﹤0.01%
+105
1295
$0 ﹤0.01%
+34
1296
$0 ﹤0.01%
+3
1297
$0 ﹤0.01%
+3
1298
$0 ﹤0.01%
+73
1299
$0 ﹤0.01%
+3
1300
$0 ﹤0.01%
+22
50 51
52
53 54