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
301
$585K 0.03%
+4,318
302
$574K 0.03%
+5,559
303
$563K 0.03%
+5,952
304
$562K 0.03%
+9,100
305
$557K 0.03%
+2,709
306
$552K 0.03%
+5,006
307
$550K 0.03%
+9,000
308
$545K 0.03%
+1,508
309
$538K 0.03%
+1,902
310
$535K 0.03%
+4,800
311
$534K 0.03%
+6,600
312
$533K 0.03%
+31,401
313
$533K 0.03%
+4,657
314
$531K 0.03%
+4,186
315
$521K 0.02%
+1,900
316
$520K 0.02%
+20,372
317
$520K 0.02%
+4,100
318
$519K 0.02%
+3,158
319
$512K 0.02%
+8,800
320
$510K 0.02%
+13,200
321
$500K 0.02%
+2,800
322
$499K 0.02%
+6,900
323
$494K 0.02%
+3,884
324
$494K 0.02%
+1,500
325
$488K 0.02%
+18,700
11 12
13
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