FIG
FundX Investment Group Portfolio holdings
AUM
$411M
This Quarter Return
+9.25%
1 Year Return
+22.06%
3 Year Return
+94.6%
5 Year Return
+150.37%
10 Year Return
–
AUM
$411M
AUM Growth
+$411M
(+94%)
Cap. Flow
+$184M
Cap. Flow
% of AUM
44.75%
Top 10 Holdings %
Top 10 Hldgs %
79.24%
Holding
48
New
15
Increased
11
Reduced
15
Closed
3
Top Buys
| 1 |
iShares MSCI KLD 400 Social ETF
DSI
|
$52M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$44.6M |
| 3 |
iShares S&P 100 ETF
OEF
|
$36.9M |
| 4 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$33.5M |
| 5 |
Invesco QQQ Trust
QQQ
|
$6.14M |
Top Sells
| 1 |
SPDR S&P Homebuilders ETF
XHB
|
$4.48M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$3.68M |
| 3 |
Invesco Water Resources ETF
PHO
|
$3.1M |
| 4 |
Invesco S&P 500 Pure Value ETF
RPV
|
$3.05M |
| 5 |
SPDR S&P Retail ETF
XRT
|
$1.96M |
Sector Composition
| 1 | Technology | 0.35% |
| 2 | Consumer Discretionary | 0.07% |
