FIG

FundX Investment Group Portfolio holdings

AUM $411M
1-Year Est. Return 22.06%
This Quarter Est. Return
1 Year Est. Return
+22.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$100K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$9.33M
3
+$8.1M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$7.94M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.6M

Top Sells

1
+$33.1M
2
+$16.2M
3
+$10M
4
VTV icon
Vanguard Value ETF
VTV
+$9.92M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$5.35M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-119,936
27
– –
-146,700
28
– –
-550,569
1
2