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
76
$2.74M 0.13%
+127,611
77
$2.73M 0.13%
+34,870
78
$2.72M 0.13%
+33,550
79
$2.71M 0.13%
+52,800
80
$2.66M 0.13%
+28,334
81
$2.66M 0.13%
+38,600
82
$2.64M 0.13%
+33,400
83
$2.63M 0.13%
+12,200
84
$2.63M 0.12%
+5,800
85
$2.62M 0.12%
+32,300
86
$2.61M 0.12%
+8,700
87
$2.58M 0.12%
+50,100
88
$2.56M 0.12%
+35,300
89
$2.55M 0.12%
+6,264
90
$2.51M 0.12%
+130,295
91
$2.5M 0.12%
+7,378
92
$2.47M 0.12%
+8,734
93
$2.47M 0.12%
+10,259
94
$2.43M 0.12%
+88,638
95
$2.43M 0.12%
+2,762
96
$2.41M 0.11%
+24,134
97
$2.36M 0.11%
+9,936
98
$2.36M 0.11%
+10,124
99
$2.34M 0.11%
+14,574
100
$2.33M 0.11%
+15,800
2 3
4
5 6