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
176
-10,100
177
-6,731
178
-5,705
179
-1,954
180
-3,200
181
-955
182
-9,850
183
-6,000
184
-3,095
185
-14,764
186
-38,926
187
-11,935
188
-4,379
189
-9,000
190
-9,484
191
-9,100
192
-1,491
193
-10,259
194
-3,200
195
-6,000
196
-15,900
197
-3,884
198
-3,884
199
-5,500
200
-102,300