Asset Manager
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FJ Investments, LLC
Market Value
$1.5B
+10.0%
Holdings
5
New Purchases
0
Added To
2
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 4 | $1.5B | 97.7% |
| Mid Cap | 1 | $35M | 2.3% |
Portfolio Analytics
Avg Market Cap
$2.0T
Median Market Cap
$1.6T
Avg P/E
20.3
Median P/E
21.7
Avg Dividend Yield
0.00%
Avg Beta
1.05
# Stocks
4
# ETFs / Funds
1
Top Holdings (5 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 85.67% | 2,165,745 | $1.3B | $612.38 | $96M | +477 | +0.0% | |
| 2 | GOOGL | 7.96% | 507,136 | $123M | $243.10 | $34M | +442 | +0.1% | |
| 3 | PARR | 2.27% | 991,107 | $35M | $35.42 | $9M | — | — | |
| 4 | AMZN | 2.07% | 146,071 | $32M | $219.57 | $26K | — | — | |
| 5 | BRK-B | 2.02% | 62,288 | $31M | $502.74 | $1M | — | — |