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
351
$418K 0.02%
+877
352
$412K 0.02%
+1,900
353
$410K 0.02%
+5,094
354
$409K 0.02%
+10,700
355
$408K 0.02%
+12,300
356
$403K 0.02%
+3,000
357
$402K 0.02%
+11,783
358
$400K 0.02%
+2,574
359
$399K 0.02%
+5,100
360
$398K 0.02%
+7,400
361
$391K 0.02%
+3,870
362
$390K 0.02%
+5,817
363
$389K 0.02%
+2,386
364
$380K 0.02%
+6,800
365
$377K 0.02%
+1,864
366
$374K 0.02%
+15,498
367
$374K 0.02%
+3,816
368
$370K 0.02%
+1,491
369
$368K 0.02%
+38,200
370
$367K 0.02%
+9,484
371
$360K 0.02%
+18,474
372
$358K 0.02%
+12,500
373
$351K 0.02%
+3,029
374
$351K 0.02%
+8,500
375
$350K 0.02%
+3,200
13 14
15
16 17