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
$313M
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$49.2M
2
+$42.1M
3
+$30.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$29.9M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$19.9M

Top Sells

1
+$37.1M
2
+$32.7M
3
+$25.9M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$10.2M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$4.68M

Sector Composition

1 Industrials 0.15%
2 Consumer Discretionary 0.11%
3 Energy 0.08%
4 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
-621,907
28
– –
-112,063
29
– –
-73,662
1
2