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
$1.01B
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$106K

Top Sells

1
+$28.7M
2
+$27.2M
3
+$2.93M

Sector Composition

1 Communication Services 8.29%
2 Financials 2.84%
3 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$870M 86.17%
1,649,295
-5,555
2
$83.7M 8.29%
504,944
+642
3
$28.7M 2.84%
62,288
-62,287
4
$27.2M 2.7%
146,071
-146,070