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
$224M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$32.7M
3
+$25.9M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$15.7M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$14.6M

Top Sells

1
+$39.5M
2
+$24.7M
3
+$15.6M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$10.6M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$8.61M

Sector Composition

1 Industrials 0.21%
2 Consumer Discretionary 0.14%
3 Energy 0.12%
4 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-99,000
27
– –
-11,235
1
2