We are live on
!
Find out more
FI
FJ Investments Portfolio holdings
AUM
$1.53B
1-Year Est. Return
27.51%
This Fund
S&P 500
1 Year Est. Return
+27.51%
AUM
$1.53B
AUM Growth
-$48.7M
(-3.1%)
Holding
5
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 9.52% |
| 2 | Energy | 4.05% |
| 3 | Consumer Discretionary | 1.98% |
| 4 | Financials | 1.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard S&P 500 ETF
VOO
$980B
| $1.27B | 82.5% |
2,117,354
+6,774
|
|
||
2
Alphabet (Google) Class A
GOOGL
$4.39T
| $146M | 9.52% |
507,830
+350
|
|
||
3
Par Pacific Holdings
PARR
$2.93B
| $62.1M | 4.05% |
991,107
|
|
||
4
Amazon
AMZN
$2.61T
| $30.4M | 1.98% |
146,071
|
|
||
5
Berkshire Hathaway Class B
BRK.B
$1.1T
| $29.8M | 1.95% |
62,288
|
|