FI
FJ Investments Portfolio holdings
AUM
$1.58B
1-Year Est. Return
23.15%
This Fund
S&P 500
1 Year Est. Return
+23.15%
AUM
$1.55B
AUM Growth
+$140M
(+10%)
Holding
5
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
Vanguard S&P 500 ETF
VOO
$850B
| $1.33B | 85.67% |
2,165,745
+477
|
|
||
2
Alphabet (Google) Class A
GOOGL
$3.91T
| $123M | 7.96% |
507,136
+442
|
|
||
3
Par Pacific Holdings
PARR
$2.18B
| $35.1M | 2.27% |
991,107
|
|
||
4
Amazon
AMZN
$2.25T
| $32.1M | 2.07% |
146,071
|
|
||
5
Berkshire Hathaway Class B
BRK.B
$1.1T
| $31.3M | 2.02% |
62,288
|
|