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
251
$821K 0.04%
+1,451
252
$815K 0.04%
+700
253
$791K 0.04%
+3,200
254
$790K 0.04%
+6,100
255
$789K 0.04%
+10,200
256
$789K 0.04%
+5,800
257
$788K 0.04%
+23,054
258
$787K 0.04%
+12,870
259
$781K 0.04%
+5,500
260
$778K 0.04%
+3,247
261
$772K 0.04%
+3,400
262
$769K 0.04%
+20,800
263
$764K 0.04%
+9,882
264
$756K 0.04%
+1,515
265
$754K 0.04%
+8,100
266
$752K 0.04%
+3,487
267
$745K 0.04%
+38,926
268
$742K 0.04%
+6,600
269
$736K 0.04%
+4,749
270
$732K 0.03%
+4,600
271
$710K 0.03%
+2,800
272
$709K 0.03%
+3,117
273
$704K 0.03%
+9,850
274
$696K 0.03%
+19,261
275
$686K 0.03%
+1,088
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