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
$286M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.78M
3
+$6.58M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$5.9M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.37M

Top Sells

1
+$36.8M
2
+$21.9M
3
+$19M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$13.4M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$13M

Sector Composition

1 Energy 1.02%
2 Industrials 0.87%
3 Healthcare 0.78%
4 Financials 0.77%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$937K 0.33%
22,600
27
$928K 0.33%
22,526
-9,668
28
$742K 0.26%
8,000
29
$742K 0.26%
7,124
-170
30
$730K 0.26%
19,000
31
$667K 0.23%
9,000
32
$641K 0.22%
13,532
33
$484K 0.17%
3,900
34
$446K 0.16%
3,330
35
$416K 0.15%
4,817
36
$364K 0.13%
12,576
+3,032
37
$339K 0.12%
2,134
38
$309K 0.11%
1,932
39
$294K 0.1%
2,556
40
$282K 0.1%
+7,520
41
$202K 0.07%
+1,355
42
– –
-215,227
43
– –
-227,673
44
– –
-506,883
45
– –
-234,112
46
– –
-123,076
47
– –
-706,350
48
– –
-1,655
49
– –
-60,637
50
– –
-694,989
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