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
201
$1.07M 0.05%
+32,522
202
$1.06M 0.05%
+7,900
203
$1.06M 0.05%
+15,107
204
$1.06M 0.05%
+18,400
205
$1.06M 0.05%
+14,230
206
$1.03M 0.05%
+7,058
207
$1.03M 0.05%
+7,170
208
$1.03M 0.05%
+4,900
209
$1.02M 0.05%
+21,800
210
$1.01M 0.05%
+17,600
211
$1.01M 0.05%
+4,188
212
$997K 0.05%
+15,300
213
$989K 0.05%
+19,004
214
$986K 0.05%
+30,630
215
$982K 0.05%
+8,400
216
$981K 0.05%
+10,877
217
$969K 0.05%
+6,715
218
$963K 0.05%
+44,706
219
$961K 0.05%
+10,746
220
$961K 0.05%
+1,160
221
$961K 0.05%
+2,473
222
$958K 0.05%
+13,100
223
$952K 0.05%
+6,800
224
$947K 0.05%
+12,542
225
$935K 0.04%
+10,700
7 8
9
10 11