JA
JOYN Advisors Portfolio holdings
AUM
$300M
1-Year Return
14.91%
This Quarter Return
+5.21%
1 Year Return
-14.91%
3 Year Return
-0.77%
5 Year Return
+5.98%
10 Year Return
–
AUM
$470M
AUM Growth
+$109M
(+30%)
Cap. Flow
+$91.1M
Cap. Flow
% of AUM
19.38%
Top 10 Holdings %
Top 10 Hldgs %
75.71%
Holding
214
New
153
Increased
8
Reduced
14
Closed
–
Top Buys
| 1 |
iShares Core US REIT ETF
USRT
|
$3.51M |
| 2 |
Apple
AAPL
|
$3.4M |
| 3 |
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
|
$3.29M |
| 4 |
Boeing
BA
|
$2.19M |
| 5 |
Home Depot
HD
|
$1.9M |
Top Sells
Sector Composition
| 1 | Financials | 4.44% |
| 2 | Industrials | 2.41% |
| 3 | Consumer Discretionary | 2.36% |
| 4 | Technology | 2.31% |
| 5 | Healthcare | 1.37% |
