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
$324M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$13.2M
3
+$11.5M
4
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$10.8M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$7.56M

Top Sells

1
+$41.6M
2
+$10.3M
3
+$9.62M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.68M
5
IYW icon
iShares US Technology ETF
IYW
+$3.17M

Sector Composition

1 Consumer Discretionary 0.2%
2 Industrials 0.14%
3 Consumer Staples 0.09%
4 Energy 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-121,600
27
– –
-6,100
28
– –
-604,730
29
– –
0
30
– –
-19,206
1
2