FI
FJ Investments Portfolio holdings
AUM
$1.41B
1-Year Est. Return
14.61%
1 Year Est. Return
+14.61%
AUM
$1.11B
AUM Growth
+$63.7M
(+6.1%)
Holding
4
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
Vanguard S&P 500 ETF
VOO
$778B
| $975M | 87.5% |
1,896,601
+236,940
|
|
||
2
Alphabet (Google) Class A
GOOGL
$3.42T
| $78.3M | 7.03% |
506,088
+616
|
|
||
3
Berkshire Hathaway Class B
BRK.B
$1.03T
| $33.2M | 2.98% |
62,288
|
|
||
4
Amazon
AMZN
$2.71T
| $27.8M | 2.5% |
146,071
|
|