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
201
$125K 0.03%
+1,093
202
$125K 0.03%
1,115
-245
203
$125K 0.03%
+2,003
204
$125K 0.03%
+1,951
205
$124K 0.03%
+2,802
206
$124K 0.03%
+1,050
207
$124K 0.03%
+1,021
208
$123K 0.03%
+2,374
209
$123K 0.03%
+677
210
$122K 0.03%
+3,817
211
$122K 0.03%
+2,311
212
$122K 0.03%
1,417
-1,627
213
$121K 0.03%
+1,477
214
$121K 0.03%
+2,629
215
$121K 0.03%
+4,903
216
$119K 0.03%
+1,905
217
$118K 0.03%
+1,653
218
$118K 0.03%
+1,695
219
$118K 0.03%
+6,058
220
$118K 0.03%
+5,230
221
$117K 0.03%
+2,811
222
$117K 0.03%
+1,590
223
$117K 0.03%
+1,674
224
$116K 0.02%
+1,378
225
$116K 0.02%
+2,202
7 8
9
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