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
51
$3.78M 0.18%
+40,200
52
$3.7M 0.18%
+8,400
53
$3.69M 0.18%
+5,224
54
$3.67M 0.17%
+31,621
55
$3.61M 0.17%
+17,200
56
$3.55M 0.17%
+1,001
57
$3.45M 0.16%
+31,783
58
$3.41M 0.16%
+15,300
59
$3.4M 0.16%
+33,412
60
$3.37M 0.16%
+8,735
61
$3.31M 0.16%
+65,617
62
$3.25M 0.15%
+52,491
63
$3.21M 0.15%
+19,804
64
$3.18M 0.15%
+37,800
65
$3.14M 0.15%
+3,870
66
$3.12M 0.15%
+186,000
67
$3.11M 0.15%
+18,335
68
$3.07M 0.15%
+9,100
69
$3.05M 0.14%
+32,693
70
$3.02M 0.14%
+49,000
71
$2.99M 0.14%
+28,881
72
$2.96M 0.14%
+18,800
73
$2.85M 0.14%
+15,200
74
$2.84M 0.14%
+34,500
75
$2.79M 0.13%
+35,237
1 2
3
4 5