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
1351
$0 ﹤0.01%
+6
1352
$0 ﹤0.01%
+19
1353
$0 ﹤0.01%
+5
1354
$0 ﹤0.01%
+3
1355
$0 ﹤0.01%
+11
1356
$0 ﹤0.01%
+5
1357
$0 ﹤0.01%
+100
1358
$0 ﹤0.01%
+21
1359
$0 ﹤0.01%
+34
1360
$0 ﹤0.01%
+6
1361
$0 ﹤0.01%
+8
1362
$0 ﹤0.01%
+20
1363
$0 ﹤0.01%
+16
1364
$0 ﹤0.01%
+12
1365
$0 ﹤0.01%
+8
1366
$0 ﹤0.01%
+3
1367
$0 ﹤0.01%
+4
1368
$0 ﹤0.01%
+13
1369
$0 ﹤0.01%
+3
1370
$0 ﹤0.01%
+3
1371
– –
-3,700
1372
$0 ﹤0.01%
+5
1373
$0 ﹤0.01%
+3
1374
$0 ﹤0.01%
+11
1375
$0 ﹤0.01%
+5
53 54
55
56 57