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
176
$1.23M 0.06%
+39,955
177
$1.22M 0.06%
+9,408
178
$1.22M 0.06%
+2,200
179
$1.22M 0.06%
+8,800
180
$1.22M 0.06%
+8,000
181
$1.21M 0.06%
+15,900
182
$1.2M 0.06%
+8,433
183
$1.2M 0.06%
+6,601
184
$1.2M 0.06%
+190,037
185
$1.2M 0.06%
+8,190
186
$1.19M 0.06%
+7,977
187
$1.16M 0.06%
+5,146
188
$1.14M 0.05%
+13,809
189
$1.14M 0.05%
+8,100
190
$1.14M 0.05%
+4,662
191
$1.13M 0.05%
+5,705
192
$1.12M 0.05%
+18,786
193
$1.11M 0.05%
+19,300
194
$1.1M 0.05%
+4,741
195
$1.1M 0.05%
+31,468
196
$1.09M 0.05%
+6,260
197
$1.09M 0.05%
+5,719
198
$1.08M 0.05%
+16,300
199
$1.07M 0.05%
+7,700
200
$1.07M 0.05%
+8,800
6 7
8
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