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
401
$278K 0.01%
+2,800
402
$278K 0.01%
+3,095
403
$272K 0.01%
+681
404
$267K 0.01%
+3,800
405
$259K 0.01%
+3,200
406
$259K 0.01%
+3,721
407
$244K 0.01%
+7,600
408
$234K 0.01%
+17,000
409
$233K 0.01%
+2,491
410
$226K 0.01%
+3,106
411
$220K 0.01%
+5,100
412
$217K 0.01%
+5,900
413
$211K 0.01%
+4,700
414
$210K 0.01%
+11,750
415
$208K 0.01%
+3,300
416
$202K 0.01%
+1,131
417
$199K 0.01%
+1,768
418
$195K 0.01%
+3,500
419
$192K 0.01%
+656
420
$180K 0.01%
+2,048
421
$180K 0.01%
+2,680
422
$178K 0.01%
+1,954
423
$170K 0.01%
+1,400
424
$147K 0.01%
+7,351
425
$66.9K ﹤0.01%
+1,918
14 15 16
17
18