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
This Quarter Est. Return
1 Year Est. Return
+27.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
-$958M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$76.4M
2
+$65.9M
3
+$65.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$60.8M
5
AMZN icon
Amazon
AMZN
+$36.1M

Sector Composition

1 Communication Services 6.63%
2 Consumer Discretionary 4.6%
3 Financials 4.57%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-7,351
277
– –
-8,800
278
– –
-91,478
279
– –
-29,900
280
– –
-115,000
281
– –
-10,476
282
– –
-31,783
283
– –
-26,120
284
– –
-5,942
285
– –
-5,900
286
– –
-5,304
287
– –
-5,351
288
– –
-6,260
289
– –
-642,310
290
– –
-28,881
291
– –
-65
292
– –
-6,600
293
– –
-18,400
294
– –
-4,420
295
– –
-15,107
296
– –
-10,746
297
– –
-18,786
298
– –
-15,800
299
– –
-7,383
300
– –
-12,729
10 11
12
13 14