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
$158M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.27M
3
+$6.8M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.63M
5
PJP icon
Invesco Pharmaceuticals ETF
PJP
+$3.26M

Top Sells

1
+$13.7M
2
+$10.1M
3
+$3.1M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.75M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.22M

Sector Composition

1 Industrials 0.31%
2 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
-126,736
28
– –
-10,300
1
2