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
$147M
AUM Growth
-$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$30.3M
3
+$5.87M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.1M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.75M

Top Sells

1
+$68.4M
2
+$26.9M
3
+$13.4M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.5M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$9.52M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-31,818
27
– –
-35,000
28
– –
-630,500
29
– –
0
30
– –
-493,500
31
– –
-4,900
32
– –
-8,400
33
– –
-766,687
1
2