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
$1.05B
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$100K

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 9.11%
2 Consumer Discretionary 3.05%
3 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$894M 85.15%
1,659,661
+10,366
2
$95.7M 9.11%
505,472
+528
3
$32M 3.05%
146,071
4
$28.2M 2.69%
62,288