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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
151
$167K 0.04%
+6,567
152
$166K 0.04%
+5,968
153
$166K 0.04%
1,295
-3,606
154
$160K 0.03%
6,434
-1,793
155
$160K 0.03%
+4,132
156
$153K 0.03%
+3,068
157
$151K 0.03%
1,387
-812
158
$150K 0.03%
+5,528
159
$148K 0.03%
+2,446
160
$147K 0.03%
+8,940
161
$145K 0.03%
+852
162
$144K 0.03%
+983
163
$142K 0.03%
+2,916
164
$142K 0.03%
4,993
-2,452
165
$142K 0.03%
+6,635
166
$141K 0.03%
+3,711
167
$141K 0.03%
+4,420
168
$141K 0.03%
+1,189
169
$141K 0.03%
+1,759
170
$140K 0.03%
+1,048
171
$140K 0.03%
+9,703
172
$139K 0.03%
+1,894
173
$139K 0.03%
+6,785
174
$138K 0.03%
+3,402
175
$137K 0.03%
+3,521
5 6
7
8 9