Asset Manager
← All Institutions
FJ Investments, LLC
Market Value
$1.6B
+2.2%
Holdings
5
New Purchases
0
Added To
1
Closed
0
Reduced
1
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 | 97.8% |
| Mid Cap | 1 | $35M | 2.2% |
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 | 83.65% | 2,110,580 | $1.3B | $627.13 | -$3M | -55,165 | -2.5% | |
| 2 | GOOGL | 10.04% | 507,480 | $159M | $313.00 | $36M | +344 | +0.1% | |
| 3 | PARR | 2.20% | 991,107 | $35M | $35.14 | -$278K | — | — | |
| 4 | AMZN | 2.13% | 146,071 | $34M | $230.82 | $2M | — | — | |
| 5 | BRK-B | 1.98% | 62,288 | $31M | $502.65 | -$6K | — | — |