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
26
$6.21M 0.29%
+42,100
27
$6.05M 0.29%
+179,596
28
$5.96M 0.28%
+101,100
29
$5.74M 0.27%
+109,224
30
$5.6M 0.27%
+18,900
31
$5.6M 0.27%
+115,000
32
$5.56M 0.26%
+91,478
33
$5.37M 0.26%
+106,886
34
$5.31M 0.25%
+10,000
35
$5.26M 0.25%
+20,000
36
$4.96M 0.24%
+45,100
37
$4.88M 0.23%
+111,283
38
$4.73M 0.22%
+11,093
39
$4.67M 0.22%
+94,900
40
$4.31M 0.2%
+47,692
41
$4.3M 0.2%
+6,879
42
$4.18M 0.2%
+28,917
43
$4.12M 0.2%
+109,337
44
$4.01M 0.19%
+23,500
45
$3.96M 0.19%
+13,765
46
$3.96M 0.19%
+17,100
47
$3.93M 0.19%
+13,300
48
$3.9M 0.19%
+15,859
49
$3.86M 0.18%
+14,800
50
$3.82M 0.18%
+23,360
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