FI

FJ Investments Portfolio holdings

AUM $1.41B
1-Year Est. Return 14.61%
This Quarter Est. Return
1 Year Est. Return
+14.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$104K

Top Sells

1
+$124M
2
+$50.4M

Sector Composition

1 Communication Services 8.95%
2 Consumer Discretionary 5.5%
3 Financials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$828M 80.62%
1,654,850
-248,034
2
$91.9M 8.95%
504,302
+572
3
$56.5M 5.5%
292,141
4
$50.7M 4.94%
124,575
5
– –
-457,202