FI
FJ Investments Portfolio holdings
AUM
$1.41B
1-Year Est. Return
14.61%
1 Year Est. Return
+14.61%
AUM
$1.41B
AUM Growth
+$294M
(+26%)
Holding
5
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 6.34% |
| 2 | Consumer Discretionary | 2.28% |
| 3 | Financials | 2.15% |
| 4 | Energy | 1.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard S&P 500 ETF
VOO
$778B
| $1.23B | 87.36% |
2,165,268
+268,667
|
|
||
2
Alphabet (Google) Class A
GOOGL
$3.42T
| $89.3M | 6.34% |
506,694
+606
|
|
||
3
Amazon
AMZN
$2.72T
| $32M | 2.28% |
146,071
|
|
||
4
Berkshire Hathaway Class B
BRK.B
$1.03T
| $30.3M | 2.15% |
62,288
|
|
||
5
Par Pacific Holdings
PARR
$2.1B
| $26.3M | 1.87% |
+991,107
|
|