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
$1.15B
AUM Growth
-$958M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$80.3M
2
+$65.9M
3
+$65.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$60.8M
5
AMZN icon
Amazon
AMZN
+$39.1M

Sector Composition

1 Communication Services 6.63%
2 Consumer Discretionary 4.6%
3 Financials 4.57%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-111,283
402
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-8,281
403
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-35,800
404
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405
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406
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407
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-9,852
408
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409
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-4,178
410
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-11,558
411
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-35,237
412
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-5,100
413
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-18,552
414
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415
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416
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-20,000
417
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420
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423
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-18,500
424
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425
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-45,600
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