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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
126
$208K 0.04%
2,665
-74
127
$204K 0.04%
2,325
-539
128
$203K 0.04%
11,417
-2,251
129
$202K 0.04%
+5,916
130
$200K 0.04%
2,685
-3,859
131
$199K 0.04%
10,676
-678
132
$197K 0.04%
1,123
-423
133
$197K 0.04%
+4,936
134
$195K 0.04%
5,781
-156
135
$192K 0.04%
2,660
-800
136
$189K 0.04%
1,493
-292
137
$186K 0.04%
+841
138
$185K 0.04%
+6,260
139
$185K 0.04%
6,856
-2,204
140
$183K 0.04%
10,839
-2,072
141
$183K 0.04%
+2,695
142
$182K 0.04%
+1,768
143
$178K 0.04%
2,759
-2,362
144
$178K 0.04%
+5,300
145
$177K 0.04%
+8,762
146
$176K 0.04%
+7,339
147
$175K 0.04%
+7,663
148
$171K 0.04%
2,616
-173
149
$170K 0.04%
+1,833
150
$168K 0.04%
3,208
-16,032
4 5
6
7 8