Asset Manager
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FJ Investments, LLC
Market Value
$1.8B
+20.1%
Holdings
6
+1
New Purchases
1
Added To
1
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
16.7%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 4 | $1.7B | 92.1% |
| Large Cap | 1 | $90M | 4.9% |
| Mid Cap | 1 | $56M | 3.0% |
Portfolio Analytics
Avg Market Cap
$1.6T
Median Market Cap
$1.4T
Avg P/E
13.6
Median P/E
14.8
Avg Dividend Yield
0.00%
Avg Beta
0.88
# Stocks
4
# ETFs / Funds
2
Top Holdings (6 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 78.64% | 2,108,696 | $1.4B | $686.81 | $183M | -8,658 | -0.4% | |
| 2 | GOOGL | 9.86% | 508,140 | $182M | $357.37 | $36M | +310 | +0.1% | |
| 3 | VGSH | 4.90% | 1,550,014 | $90M | $58.20 | — | +1,550,014 | — | NEW |
| 4 | PARR | 3.02% | 991,107 | $56M | $56.08 | -$7M | — | — | |
| 5 | AMZN | 1.89% | 146,071 | $35M | $238.34 | $4M | — | — | |
| 6 | BRK-B | 1.69% | 62,288 | $31M | $500.39 | $1M | — | — |
New Positions
| Symbol | Value | % Port |
|---|---|---|
| VGSH | $90M | 4.90% |