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
101
$2.31M 0.11%
+7,717
102
$2.29M 0.11%
+12,104
103
$2.29M 0.11%
+10,128
104
$2.27M 0.11%
+14,278
105
$2.26M 0.11%
+26,531
106
$2.26M 0.11%
+1,440
107
$2.24M 0.11%
+11,374
108
$2.16M 0.1%
+2,860
109
$2.12M 0.1%
+80,754
110
$2.11M 0.1%
+15,900
111
$2.03M 0.1%
+3,500
112
$2.02M 0.1%
+34,955
113
$1.97M 0.09%
+28,083
114
$1.94M 0.09%
+20,000
115
$1.9M 0.09%
+6,092
116
$1.89M 0.09%
+7,210
117
$1.88M 0.09%
+54,320
118
$1.85M 0.09%
+14,439
119
$1.85M 0.09%
+45,931
120
$1.81M 0.09%
+3,519
121
$1.75M 0.08%
+28,500
122
$1.75M 0.08%
+11,152
123
$1.75M 0.08%
+40,384
124
$1.74M 0.08%
+8,281
125
$1.74M 0.08%
+9,023
3 4
5
6 7