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
$241M
AUM Growth
-$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$6.9M
3
+$6.43M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.21M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$3.61M

Top Sells

1
+$43.7M
2
+$22.1M
3
+$11.5M
4
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$11.1M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$9.74M

Sector Composition

1 Industrials 0.21%
2 Consumer Discretionary 0.15%
3 Consumer Staples 0.1%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-352,294
27
– –
-1,153,286
28
– –
-2,839
29
– –
-322,144
1
2