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
376
$348K 0.02%
+24,200
377
$344K 0.02%
+2,675
378
$341K 0.02%
+2,700
379
$340K 0.02%
+15,953
380
$338K 0.02%
+955
381
$332K 0.02%
+9,174
382
$332K 0.02%
+7,710
383
$331K 0.02%
+1,400
384
$330K 0.02%
+6,900
385
$326K 0.02%
+7,300
386
$323K 0.02%
+1,844
387
$316K 0.02%
+4,100
388
$313K 0.01%
+6,000
389
$307K 0.01%
+5,942
390
$304K 0.01%
+726
391
$301K 0.01%
+4,800
392
$300K 0.01%
+8,400
393
$299K 0.01%
+1,200
394
$299K 0.01%
+7,800
395
$298K 0.01%
+8,307
396
$292K 0.01%
+4,102
397
$283K 0.01%
+14,300
398
$281K 0.01%
+4,200
399
$278K 0.01%
+6,700
400
$278K 0.01%
+10,476
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