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
$200M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$15.6M
3
+$14.8M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$10.6M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$7.12M

Top Sells

1
+$18.6M
2
+$7.93M
3
+$6.8M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.63M
5
PGJ icon
Invesco Golden Dragon China ETF
PGJ
+$4.32M

Sector Composition

1 Industrials 0.25%
2 Consumer Discretionary 0.14%
3 Consumer Staples 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-5,650
27
– –
-43,350
1
2