FI
FJ Investments Portfolio holdings
AUM
$1.58B
1-Year Est. Return
23.15%
This Fund
S&P 500
1 Year Est. Return
+23.15%
AUM
$1.58B
AUM Growth
+$34.3M
(+2.2%)
Holding
5
Sector Composition
| 1 | Communication Services | 10.04% |
| 2 | Energy | 2.2% |
| 3 | Consumer Discretionary | 2.13% |
| 4 | Financials | 1.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard S&P 500 ETF
VOO
$850B
| $1.32B | 83.65% |
2,110,580
-55,165
|
|
||
2
Alphabet (Google) Class A
GOOGL
$3.91T
| $159M | 10.04% |
507,480
+344
|
|
||
3
Par Pacific Holdings
PARR
$2.18B
| $34.8M | 2.2% |
991,107
|
|
||
4
Amazon
AMZN
$2.25T
| $33.7M | 2.13% |
146,071
|
|
||
5
Berkshire Hathaway Class B
BRK.B
$1.1T
| $31.3M | 1.98% |
62,288
|
|