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
326
$486K 0.02%
+8,986
327
$486K 0.02%
+26,200
328
$481K 0.02%
+4,070
329
$480K 0.02%
+5,524
330
$478K 0.02%
+37,600
331
$473K 0.02%
+4,000
332
$473K 0.02%
+24,400
333
$472K 0.02%
+8,200
334
$471K 0.02%
+3,300
335
$468K 0.02%
+6,692
336
$468K 0.02%
+5,304
337
$467K 0.02%
+3,039
338
$461K 0.02%
+1,400
339
$455K 0.02%
+65
340
$453K 0.02%
+1,014
341
$452K 0.02%
+5,351
342
$448K 0.02%
+5,700
343
$448K 0.02%
+3,100
344
$445K 0.02%
+15,400
345
$445K 0.02%
+6,500
346
$436K 0.02%
+1,918
347
$435K 0.02%
+10,981
348
$431K 0.02%
+8,652
349
$424K 0.02%
+4,962
350
$423K 0.02%
+8,600
12 13
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