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
$402M
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$30.3M
3
+$28.4M
4
MBB icon
iShares MBS ETF
MBB
+$24.7M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$20.2M

Top Sells

1
+$44.9M
2
+$30.5M
3
+$16.7M
4
ITB icon
iShares US Home Construction ETF
ITB
+$14.3M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$7.92M

Sector Composition

1 Industrials 0.15%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,832
27
– –
-3,330
28
– –
-801,990
29
– –
-127,488
30
– –
-527,406
31
– –
-541,281
32
– –
-10,399
33
– –
-18,904
34
– –
-2,258
35
– –
-286,901
1
2