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
$1.11B
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$95.3K

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 7.03%
2 Financials 2.98%
3 Consumer Discretionary 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$975M 87.5%
1,896,601
+236,940
2
$78.3M 7.03%
506,088
+616
3
$33.2M 2.98%
62,288
4
$27.8M 2.5%
146,071