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
201
-4,749
202
-27,956
203
-37,100
204
-877
205
-5,843
206
-9,023
207
-1,131
208
-15,900
209
-700
210
-15,400
211
-11,750
212
-17,700
213
-3,300
214
-1,918
215
-5,815
216
-33,412
217
-10,200
218
-32,300
219
-15,300
220
-19,900
221
-35,800
222
-108,766
223
-6,599
224
-2,675
225
-8,735