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FI

FJ Investments Portfolio holdings

AUM $1.53B
1-Year Est. Return 27.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.51%
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
+$76.4M
2
+$65.9M
3
+$65.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$60.8M
5
AMZN icon
Amazon
AMZN
+$36.1M

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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-18,700
402
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-57,800
403
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-7,977
404
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406
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-10,877
407
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-94,900
408
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-1,400
409
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-31,468
410
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-9,115
411
– –
-109,224
412
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-2,700
413
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-17,959
414
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-52,491
415
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-24,134
416
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-4,657
417
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-6,874
418
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419
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420
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-2,680
421
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422
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-47,805
423
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-4,700
424
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-127,611
425
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-15,498
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