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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
26
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27
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-7,640
28
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29
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31
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32
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33
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34
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35
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-8,307
36
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-27,398
37
– –
-7,300
38
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-190,037
39
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-4,100
40
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-2,860
41
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-3,029
42
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-3,415
43
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-107,480
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46
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50
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-179,596
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