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
126
$1.72M 0.08%
+21,580
127
$1.72M 0.08%
+6,315
128
$1.71M 0.08%
+12,000
129
$1.7M 0.08%
+11,437
130
$1.69M 0.08%
+3,657
131
$1.64M 0.08%
+35,800
132
$1.63M 0.08%
+5,615
133
$1.63M 0.08%
+9,115
134
$1.59M 0.08%
+10,300
135
$1.58M 0.08%
+3,100
136
$1.58M 0.08%
+37,100
137
$1.56M 0.07%
+17,103
138
$1.54M 0.07%
+11,534
139
$1.52M 0.07%
+6,600
140
$1.51M 0.07%
+5,815
141
$1.5M 0.07%
+3,844
142
$1.48M 0.07%
+6,566
143
$1.48M 0.07%
+5,843
144
$1.46M 0.07%
+21,623
145
$1.45M 0.07%
+47,805
146
$1.44M 0.07%
+11,935
147
$1.44M 0.07%
+3,133
148
$1.44M 0.07%
+14,764
149
$1.43M 0.07%
+5,300
150
$1.42M 0.07%
+24,164
4 5
6
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