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
1
$62.4M 13.36%
604,636
+39,237
2
$56.6M 12.13%
472,037
-17,940
3
$40.5M 8.67%
614,665
-118,958
4
$40.3M 8.63%
284,051
+24,606
5
$37.9M 8.12%
278,461
-17,325
6
$33.2M 7.12%
272,575
+32,421
7
$28.6M 6.12%
468,949
-86,954
8
$21.7M 4.66%
114,025
+10,816
9
$10.6M 2.27%
196,382
-101,233
10
$9.95M 2.13%
220,848
+150,027
11
$7.17M 1.54%
95,001
-42,041
12
$4.64M 0.99%
66,559
-1,678
13
$3.07M 0.66%
52,636
-5,213
14
$3.06M 0.66%
69,204
+11,223
15
$2.35M 0.5%
49,940
-3,034
16
$2.01M 0.43%
82,665
-14,616
17
$1.7M 0.36%
40,544
-39,808
18
$1.36M 0.29%
4,149
-3,272
19
$1.31M 0.28%
6,567
-2,052
20
$1.31M 0.28%
12,191
+8,033
21
$1.3M 0.28%
14,005
-5,208
22
$1.24M 0.27%
19,066
-3,460
23
$1.2M 0.26%
25,794
-1,925
24
$1.18M 0.25%
11,179
-3,971
25
$1.11M 0.24%
7,530
-2,792
1
2 3 4 5