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FI

FJ Investments Portfolio holdings

AUM $1.53B
1-Year Est. Return 27.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$92.6K

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 7.96%
2 Energy 2.27%
3 Consumer Discretionary 2.07%
4 Financials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.33B 85.67%
2,165,745
+477
2
$123M 7.96%
507,136
+442
3
$35.1M 2.27%
991,107
4
$32.1M 2.07%
146,071
5
$31.3M 2.02%
62,288