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
151
$1.41M 0.07%
+2,588
152
$1.4M 0.07%
+6,359
153
$1.4M 0.07%
+18,795
154
$1.39M 0.07%
+5,900
155
$1.38M 0.07%
+6,138
156
$1.37M 0.07%
+5,620
157
$1.37M 0.06%
+26,982
158
$1.36M 0.06%
+27,398
159
$1.35M 0.06%
+4,313
160
$1.34M 0.06%
+56,398
161
$1.3M 0.06%
+4,379
162
$1.3M 0.06%
+11,300
163
$1.29M 0.06%
+9,852
164
$1.29M 0.06%
+35,800
165
$1.27M 0.06%
+1,260
166
$1.27M 0.06%
+34,500
167
$1.27M 0.06%
+8,428
168
$1.27M 0.06%
+490
169
$1.25M 0.06%
+18,500
170
$1.25M 0.06%
+10,100
171
$1.25M 0.06%
+4,100
172
$1.25M 0.06%
+102,300
173
$1.24M 0.06%
+12,729
174
$1.24M 0.06%
+21,573
175
$1.24M 0.06%
+29,900
5 6
7
8 9