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
$400M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$17.6M
3
+$17.1M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$14.2M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$12.6M

Top Sells

1
+$49.4M
2
+$38.8M
3
+$30.3M
4
MBB icon
iShares MBS ETF
MBB
+$24.7M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$21.9M

Sector Composition

1 Industrials 0.15%
2 Consumer Discretionary 0.11%
3 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.38%
+34,974
27
$1.37M 0.34%
16,100
-22,600
28
$1.25M 0.31%
+32,194
29
$588K 0.15%
3,895
30
$425K 0.11%
+3,330
31
$288K 0.07%
+1,832
32
– –
-456,400
33
– –
-11,000
34
– –
-1,704,748
35
– –
-219,751
36
– –
-225,970
37
– –
-90,616
38
– –
-355,413
39
– –
-58,204
40
– –
-201,627
1
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