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
$238M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$13.2M
3
+$9.11M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.04M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.91M

Top Sells

1
+$44.7M
2
+$32.4M
3
+$15.3M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$6.29M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.05M

Sector Composition

1 Energy 1.11%
2 Financials 1.05%
3 Industrials 1.01%
4 Healthcare 1.01%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.52%
19,000
27
$1.15M 0.48%
14,016
28
$977K 0.41%
22,526
29
$959K 0.4%
22,600
30
$844K 0.35%
19,000
31
$742K 0.31%
8,000
32
$712K 0.3%
9,000
33
$648K 0.27%
5,719
-1,405
34
$639K 0.27%
13,532
35
$497K 0.21%
3,900
36
$489K 0.21%
3,330
37
$454K 0.19%
10,000
-138,440
38
$423K 0.18%
4,817
39
$355K 0.15%
2,134
40
$343K 0.14%
9,544
-3,032
41
$324K 0.14%
1,932
42
$318K 0.13%
2,556
43
$282K 0.12%
6,360
-1,160
44
$233K 0.1%
+1,800
45
$217K 0.09%
1,355
46
– –
-45,197
47
– –
-169,100
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