FI

FJ Investments Portfolio holdings

AUM $1.58B
1-Year Est. Return 23.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
-$958M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$76.4M
2 +$65.9M
3 +$65.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$60.8M
5
AMZN icon
Amazon
AMZN
+$36.1M

Sector Composition

1 Communication Services 6.63%
2 Consumer Discretionary 4.6%
3 Financials 4.57%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,100
152
-10,877
153
-94,900
154
-1,400
155
-31,468
156
-9,115
157
-109,224
158
-2,700
159
-17,959
160
-52,491
161
-24,134
162
-4,657
163
-6,874
164
-5,400
165
-11,374
166
-2,680
167
-1,902
168
-6,700
169
-6,138
170
-8,307
171
-27,398
172
-4,100
173
-2,860
174
-3,029
175
-107,480