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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
1401
$0 ﹤0.01%
+28
1402
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1403
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+5
1404
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1405
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1406
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+1
1407
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1408
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1409
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1410
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1411
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1412
$0 ﹤0.01%
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1413
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1414
$0 ﹤0.01%
+1
1415
$0 ﹤0.01%
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1416
$0 ﹤0.01%
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1417
$0 ﹤0.01%
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1418
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1419
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1420
$0 ﹤0.01%
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1421
$0 ﹤0.01%
+3
1422
$0 ﹤0.01%
+9
1423
$0 ﹤0.01%
+2
1424
$0 ﹤0.01%
+53
1425
– –
-8,643
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