FI

FJ Investments Portfolio holdings

AUM $1.55B
1-Year Est. Return 21.5%
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$904M
2
+$82.7M
3
+$77.3M
4
AAPL icon
Apple
AAPL
+$65.9M
5
MSFT icon
Microsoft
MSFT
+$65.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.38%
2 Financials 7.98%
3 Communication Services 6.95%
4 Consumer Discretionary 6.75%
5 Healthcare 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$931K 0.04%
+8,980
227
$931K 0.04%
+2,450
228
$925K 0.04%
+15,400
229
$921K 0.04%
+6,731
230
$915K 0.04%
+1,595
231
$912K 0.04%
+6,100
232
$911K 0.04%
+3,816
233
$909K 0.04%
+18,552
234
$905K 0.04%
+27,956
235
$900K 0.04%
+2,900
236
$898K 0.04%
+6,874
237
$896K 0.04%
+4,420
238
$887K 0.04%
+18,500
239
$882K 0.04%
+5,500
240
$879K 0.04%
+7,383
241
$878K 0.04%
+6,000
242
$874K 0.04%
+5,298
243
$873K 0.04%
+26,200
244
$872K 0.04%
+5,287
245
$870K 0.04%
+1,929
246
$858K 0.04%
+4,178
247
$854K 0.04%
+26,800
248
$852K 0.04%
+48,272
249
$845K 0.04%
+8,500
250
$838K 0.04%
+6,599
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